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H. Dennard Bennett Scout Guardianship Services, Inc. 120 E. Market St., Suite 1120 Indianapolis, IN 46204 t (317) 2021909 f (317) 6442915www. Scout guardianship. Nonlegal AND FINANCIAL PLANNING FOR
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Legal and financial planning involves making decisions and arrangements to protect assets, provide for the future, and ensure legal and financial matters are handled properly.
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The purpose of legal and financial planning is to protect assets, minimize taxes, provide for loved ones, and ensure financial security.
Information such as assets, debts, beneficiaries, financial accounts, and estate plans must be reported on legal and financial planning documents.
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