​
LEGATO WEALTH MANAGEMENT
  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Pre-Application Review
      • Application Process
      • Meeting Checklists
      • Parking
    • Premium Deposits
  • Advice
    • Our Process
    • Protect & Prepare
    • Investing in Life Insurance
    • Pro Plan
    • Philanthropy >
      • My PAR Gift
      • What Is My PAR Gift
      • My PAR Gift - FAQ
    • Policy Search
    • Will Search
  • Articles
    • Be The One
    • Part 1: The Estate Freeze
    • Part 2: Investing For The Estate Freeze
    • Unlocking Intergenerational Succession
    • Freeze, Fund, & Feature
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Take Five
    • Look Across
    • Lest We Forget
    • Retirement Income
Picture
COVID-19 Update: Your Health is our Priority
In recent weeks, the heightened level of concern related to the spread of novel coronavirus (COVID-19 has overtaken the globe. At Legato, we are working together to safeguard the health and well-being of our clients, business partners and team members. 

In order for Legato to be open for business through March and April 2020, everyone will be working from home as well as social distancing all day long:
  • Zoom, Skype or the phone will allow Legato to conduct client meetings remotely.
  • Docusign, already built into our processes, will continue to provide the secure and private exchange of documents and contracts for review and e-signature.
  • We can always be reached by email, too.

In short, the advice offered by local, regional and national authorities will be closely followed until further notice. We hope you stay healthy, too.

The Management
Legato Wealth

Copyright 2025 - Legato Wealth Management Inc. 

  • Home
  • About
    • Mission & Principles
    • Our People
    • Strategic Relationships
    • Community
    • Learning & Connecting
    • Contact
    • Meeting Legato >
      • Pre-Application Review
      • Application Process
      • Meeting Checklists
      • Parking
    • Premium Deposits
  • Advice
    • Our Process
    • Protect & Prepare
    • Investing in Life Insurance
    • Pro Plan
    • Philanthropy >
      • My PAR Gift
      • What Is My PAR Gift
      • My PAR Gift - FAQ
    • Policy Search
    • Will Search
  • Articles
    • Be The One
    • Part 1: The Estate Freeze
    • Part 2: Investing For The Estate Freeze
    • Unlocking Intergenerational Succession
    • Freeze, Fund, & Feature
    • Tax Apportionment in Estate Planning
    • Beneficiary Designations and Resulting Trusts Revisited
    • Part 1: Legacy Gifting Private Company Shares
    • Part 2: Legacy Gifting Private Company Shares
    • Reduce Estate Shrinkage
    • Take Time For Your Legacy
    • Take Five
    • Look Across
    • Lest We Forget
    • Retirement Income