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Estate Planning for Grandparents

Posted by Lizette Sundvick | Jun 22, 2024 | 0 Comments

You’ve hoped, dreamed, and possibly waited years, and now you finally have a grandchild – congratulations! Becoming a grandparent is incredibly special and rewarding. Your priorities and goals can change overnight as your concerns about taking care of your children now also include ensuring your grandchild is protected. It’s time to include this new precious family member in your legacy planning.

Wonderful to Work With

“Lizette and the staff are wonderful to work with and always give us excellent, on target advice. The sense of protection and confidence we have with the Sundvick Legacy Center allows us to relax and enjoy life.”
- Shirley & Terry L.

Professional, but Caring

“I appreciate Lizette's professional, but caring support through my Mom's last years and passing and also the help with my own trust. My experience with Sundvick Legacy services was very positive in every aspect.”
- Judy A.