Posts Tagged ‘Heir Preparedness’

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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Our Difference From Traditional Estate Planning

Legacy Planning Provides Heirs a Road Map to Success Traditional estate planning is popularly defined as: “I want to give what I have to who I want, the way that I want, at the lowest possible cost.” The focus on money threatens the healthy balance of beneficiaries and the well-being of family. The risk of…

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