Estate and legacy planning reach beyond merely drafting documents for wealth distribution. Careful planning involves safeguarding your values, preserving your legacy, and ensuring your wishes are respected for generations to come. Whether you're passing assets to loved ones, donating to charitable causes, or supporting institutions that matter to you, having a well-structured plan is crucial for peace of mind. If you are interested, we can help you create a personalized estate plan that reflects your unique goals and lifelong legacy.

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

• Securing Your Future Preserving Your Legacy Web Page
• S1EP3 Podcast- Talking About Money: Couples
• S1EP4 Podcast - Talking About Money: Kids and Aging
• S2EP8 Podcast- Protecting Your Wishes w/Barb Pretlove
• Schedule a chat with the TechGirl Financial Team
• Contact us

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions