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.