Legacy Planning

Legacy Planning Services in
Huntsville AL

Legacy planning is often forgotten about by many families and financial firms.  Let’s face it, it’s not easy talking about passing away, but that doesn’t mean legacy planning should never be discussed.  While we do not provide legal services, we do work with several estate planning attorneys in the local Huntsville area to ensure families have the proper legal documents in place.

Estate Planning Hutnsville AL
Legacy Planning

Helping You Every Step of the Way

At WG Financial Group, we want to be there with you every step of the way with your planning.  We will ask the hard questions.  We’ll play devil’s advocate to help you think critically about your assets and where they are going when you are called home.  

Protect Your Hard Earned Assets

We work hard for most of our lives so we can save for retirement and to leave a legacy to our families when we are gone.  While we are here, we face several risks- one of which is long term care.  Having the proper long term care in place to protect your assets is a critical piece to a plan.  Most people don’t ever plan to use it, but are glad they have it in place when that unfortunate time comes.  

Once you leave this earth, having the proper legal documents in place to help ensure your legacy is protected from creditors and predators is vital.

Protect Your Assets