FINANCIAL CLINIC
LEGACY PLANNING
Make a plan for the people and things you care about.
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Legacy planning means putting a plan in place for how you want the people and things you’re responsible for taken care of if you can no longer make decisions for yourself. It can help you protect your assets, plan for the future, and make your wishes known.
Legacy planning is for everyone.
The Milwaukee Financial Empowerment Center offers free, one-on-one legacy planning support as part of its professional financial counseling services.
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Legacy planning is for everyone — if you have people or things you care about, a financial counselor can help you understand your options.
A Financial Counselor Can Help You:
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Organize your assets.
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Review insurance policies and property titles.
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Update beneficiaries on financial accounts.
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Understand how documents such as a will, guardianship plan, or power of attorney may support your goals.
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Connect with free and other resources to help you prepare legacy planning documents.
Financial counselors do not provide legal advice or legal services, and they do not prepare legal documents. They can help you understand your options and connect you with resources.
