Legacy Planning Phase 1
Learn to Craft Your Legacy and Leave Your Mark for the Next Generation
Legacy Planning Phase 1
- How generational planning is replacing traditional, stuffy estate planning
- What happens when a legacy isn't planned
- How legacy planning can be a meaningful, even fun, process
- How to plan for sudden incapacity
- The importance of expressing your wishes and conveying your values
- How to successfully transfer your wealth, tangible and intangible
- A six-step process to start leaving your mark on the next generation
You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way.
Forms Available to Request
Estate Planning Questionnaire- Single
Estate Planning Questionnaire- Couple