Legacy Resources
Generational Success with Inheritance: Develop Balance and Eliminate Sources of Conflict
Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and tangible values of family, personal capabilities, education, values, faith and gifts to…
Read MoreFamily's Human Capital and Advisor Team Provide Foundation For Successful Wealth Transfer
Families who successfully transfer their wealth from generation to generation focus on their human capital first. Their secret is to begin with values and include all four wealth pillars. They build strength and communication within the family, customizing little-known but highly-effective legacy practices and skills to their unique family culture and circumstances. This is what…
Read MoreThe 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…
Read MoreHeir Preparedness: Estate Planning For Long-Term Family Success
Generational Succession Systems Help Sustain Family Core Values Below are the eight areas of a legacy planning estate plan that create a strong and healthy structure upon which your family can build long-term success: (Click links to scroll down for more information.) Family Education Family Philanthropy Family History & Resources Family Reunions Family Financial Health…
Read MoreTraditional 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…
Read MoreEstate Planning Books From Amazon
The topic of estate planning encompasses so many areas that it takes a considerable amount of time to fully understand all of the angles and nuances involved. Below are dozens of publications that touch on many of the areas related to creating a successful estate plan. You can visit our section of Estate Planning Book…
Read MoreEstate Planning Books From Amazon
The topic of estate planning encompasses so many areas that it takes a considerable amount of time to fully understand all of the angles and nuances involved. Below are dozens of publications that touch on many of the areas related to creating a successful estate plan. You can visit our section of Estate Planning Book…
Read MoreBest Estate Plan for You, Your Family, Heirs, and Beneficiaries
To create the perfect estate plan for you and your family, our goal is to help you match your vision of what an estate plan should be with your priorities for the future. We believe, a good estate plan should (1) ensure your life-long comfort, (2) create eternal peace of mind, and (3) establish a…
Read MoreEstate Planning Reference Documents
Use these reference documents to help with your estate planning: Attorney Relationship Survey How Secure Is Your Legacy? Document Locator Funding Instructions Life Insurance Policies More Free Estate Planning Resources More free estate plan documents available at Free Downloads.
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