Legacy Planning

• Review Current Structure
• Wills and Trusts
• P.O.A and M.P.O.A Structures
• Next Gen/ Heir Planning
• Charitable Planning
• Gifting Strategies
• Develop Overall Plan
• On- Going Review and Adjustment

Not too many people want to face the harsh reality of having to care for a loved one on their own. Bussenger Financial Group is proactive in having that conversation with you regarding your concerns and needs. We feel strongly that having a plan in place to address those needs and concerns is paramount. Lisa Bussenger had first hand experience helping her Mother take care of her Father, we can assist you too.