Charles Kerry McManus is a General Agent with access to some of the most top-rated financial service companies in the industry. He has provided financial services for over 50 years and, as such, is highly respected by his clients and has become a trusted resource to his professional network...

We are a financial services firm helping our clients prepare for retirement through the use of insurance and annuity products. The information on this website is provided for informational purposes only and should not be construed as individual advice.

We are not affiliated with the Social Security Administration or any other governmental agency. We do not offer tax, legal or investment advice.

Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Box 510

Essex Jct., VT 05453

 

Phone: 802-238-8187

craigmcman@aol.com

kirk@ckfinancialresources.com

erik@ckfinancialresources.com

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LEGACY PLANNING Concepts

legacy

planning Concepts

Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 

It could be that values and life lessons are top on someone's list. While someone else my rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

 

Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals. 

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