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Estate Planning

Trust and Estate Planning are the best ways to secure generational wealth and pass down assets to your loved ones. America is currently seeing the largest wealth transfer in its history.


Yet, communities of color, particularly Black and Hispanic communities are the least likely to utilize this financial legal system - less than a third of Black and Hispanics have trusts and estate planning documents.


It is time to normalize these conversations at an early age and provide resources to navigate these systems for our communities of color.


Financial Investing


Estate Planning

Careful financial investment makes your future secure, yet the racial wealth gap in our communities has placed communities of color in such a precarious scenario that Black and Hispanic communities will experience negative wealth in the upcoming generations.


Many Native American communities live in poverty, and the wealth disparities intra-race for Asian Americans are extreme and often overlooked. We must attack these disparities on both community and systemic levels to change the direction of these disparate outcomes.

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