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The First Step to Leaving a Legacy
I would make the argument that our failure to talk about money, and the expectations around it, is the single largest obstacle to people sustaining a family legacy.
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The Value of a Trust Advisor
We understand that our clients have
Creating and leaving your legacy requires careful planning, along with thoughtful reflection on the goals that are most important to you. At Baker Boyer, we apply the same comprehensive approach to trusts that we use for our other personal financial planning services. Central to that process is understanding your specific objectives. Only then can we recommend the appropriate investment, trust, and estate planning solutions to help you achieve your goals.
Whether we serve as your financial advisor or trustee, we will act with the utmost diligence, care, trust, and confidence. We work closely with your attorney, accountant, and other advisors to coordinate the services you need. No matter how complex your trust and financial needs, we’re here to help.
Financial Intelligence
Here are recent Financial Intelligence articles in which our Executives and Advisors share insights about topics that we think will help you make better financial decisions.
