Legacy Planning

You've worked hard o build what you have. So, it's only natural that you want to establish nd nurture a legacy that will last for years or even decades after you've gone. Accomplishing the estate planning basics like a last will and advance directive are of vital importance. But, it's also beneficial to think about the process more holistically, and we can help.

 

Educational resources on legacy planning. 

 

 

Contact Us Today!

Paul Wannemacher, CPA, PFS, CFP®
Vice President and Trust Officer
pwannemacher@croghan.com
419-464-3034
Peggy McQuistion
Assistant Trust Officer
pmcquistion@croghan.com
419-355-2171 
Monika Lovewell, J.D., CTFA
Senior Vice President and Trust Officer
mlovewell@croghan.com
419-355-2211  

 

 

 

 

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