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Creating a Lasting Legacy (Worksheet)

Your legacy includes all that you pass down to loved ones — from memories, traditions, and values to the assets you have accumulated over your lifetime. An
up-to-date estate plan gives you the peace of mind that your loved ones will be taken care of and your assets protected. Unfortunately, many women procrastinate putting an estate plan in place, yet need one since they are likely to end up as the one in control of the assets.

At Mason, we care about you and your family’s financial well-being and provide answers to commonly asked questions, below, as guidance on estate planning and creating a lasting legacy.

View the worksheet »

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