What is Legacy Planning?

“There was never yet an uninteresting life. Such a thing is an impossibility. Inside of the dullest exterior there is a drama, a comedy, and a tragedy.”

– Mark Twain

Protect and Transfer Your Personal Legacy

Traditional estate planning is focused on protecting and transferring your financial assets. But we believe more rewarding estate planning is available when we are able to protect and transfer your personal legacy, the parts of your life that make you, YOU.

For example, our legacy includes:

Our childhood memories;

Our happiest moments and adventures;

Our values and life lessons;

Our spiritual principles and beliefs that have shaped our lives;

Our hopes, dreams and aspirations for our children and grandchildren;

And so much more!

For clients who are interested in preserving their legacy, we provide:

Everyone has a story; everyone is unique and there will never be another person like you. But if you do not protect and preserve your personal legacy, we will lose it forever, and we think that is a tragedy; especially in light of what Mark Twain observed in the words above.

For clients who are interested in preserving their legacy, we provide ideas, classes, and programs to help you. This area of our firm will continue to expand and grow as we learn new creative techniques, but there is already plenty we can do

“The greatest legacy one can pass on to one’s children and grandchildren is not money or other material things accumulated in one’s life, but rather a legacy of character and faith.”

– Billy Graham

This area of our firm will continue to expand and grow as we learn new creative techniques, but there is already plenty we can do.

There is so much more we can do with our estate plans if we are willing to be creative and see estate planning as more than just transferring our money. You are unique and every life is valuable. Let’s preserve it and protect it for generations of family members who come after us who may never have the opportunity to meet us. Financial assets will be spent and forgotten. But a legacy inheritance, born out of a generational focus can produce an inheritance that is not only long lasting, but priceless.

“There are only two lasting bequests we can give our children . . . one is roots, the other wings.” – Stephen Covey