When you think of your future, what do you want your legacy to be? Leaving a legacy isn't always about money — it may also take into account the values or lessons you've learned and what you want to pass on to others.

Of course, a large part of estate planning is making sure that all of your assets — your money, property, insurance proceeds and personal belongings — go to the individuals and organizations that are most important to you.

Think about what purpose you want your financial legacy to serve. Financial security for your family and loved ones? Donations to a charity? Support for your community?

Without a proper will, your assets will be distributed according to the laws in your state of residence, which may not reflect your wishes. To ensure your wishes are carried out as you intend and to efficiently transfer your estate, you need a customized plan.

A RangeTree Strategies representative can coordinate all of your financial planning activities with a team of professionals. This offers you a tailored, holistic approach to help you achieve your financial planning goals, in addition to your estate-planning goals.

A RangeTree Representative will:

• Help you choose appropriate investments and insurance to grow and protect your estate assets
• Review your investments and insurance policies, including your retirement plan assets and employee benefits
• Review your ownership and beneficiary designations
• Assist the trustee in appropriately funding the trust(s)