The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning, but Legacy Planning provides for the protection of those valuable assets.
Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts and personal property. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.
We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.
Free Legacy Planning Seminars
Register for an upcoming Legacy Wealth Planning seminar or request a private seminar for your group
For common estate planning terms and strategies
Frequently Asked Questions
About Legacy Planning and benefits offered
Top 10 Legacy Wealth Planning Techniques
A list of the 10 most popular Estate and Legacy Planning strategies and the protections they offer