Posts Tagged ‘Advisor Support System’

The Legacy Process — A Generational Protection Plan

The Legacy Process for estate planning was created to help you begin the process of creating a legacy that will last throughout the generations. It also provides the ground work of defining what is “true wealth” to you and your family. Like the bonsai, your legacy is a living, breathing organism. With regular attention and…

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Traditional Estate Planning Compared To Legacy Planning

1 Pillar of Support Compared to 4 — Focus on Life and Living Purpose, alignment, trust and communication- building and preparedness are about life and living. Focus on people first. In a study of 2,600 adult children and parents, when asked to choose only one of the four Legacy Planning Pillars, not one person surveyed…

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