The final room in Your Financial House is where you'll make sure everything is properly accounted for and arranged so you can pass on your wealth and your legacy. Here is where you focus on relationships with family members, organizations and causes.

We'll talk to you about durable power of attorney, titling property and trusts - also part of the Wealth Room - as well as the things that also reside in the Children/Heirs Room, such as executors, custodians and trustees.

The Estate Planning Room is where you can ensure that Your Financial House is still standing and the promises in your Legacy Room are fulfilled.