There is only one thing you need to get started:

  • Your Secure Navigation brochure

This is complimentary and available in Generational Vault – secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

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There’s a reason many Americans procrastinate planning their legacy – it’s difficult preparing for your own passing.

However, creating a legacy plan may help ensure that the transfer of your wealth to your heirs happens in a timely manner with as little interference and taxation as possible.

After all, wouldn’t you rather your legacy go to your loved ones efficiently and help to avoid unnecessary court costs and legal fees?