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LEGACY PLANNING CONCEPTS

RML FINANCIAL GROUP

Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 

It could be that values and life lessons are top on someone's list. While someone else my rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

 

Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals.

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101 Base Lodge Lane, Swansea, MA 02777  •  401.952.0720

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Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. OW is separately owned and other entities and/or marketing names, products or services referenced here are independent of OW.

 

Insurance services also offered by representatives of RML Financial Group.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 

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This communication is strictly intended for individuals residing in the states of CT, FL, MA, MI, RI, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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