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