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You've worked hard and spent decades building something significant, and, naturally, you want it to have a lasting impact for your family.

Earning, saving and investing have been your focus over the years, and you've probably also taken most or all of the typical estate planning steps.

Last year at Catalyst Advisory, we surveyed 1,000 American adults and found that 90% hope to have something to leave behind for future generations. It's clear that legacy matters to most of us.

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