Legacy Planning


How important is it to you to pass along your values together with your monetary assets? How do you know whether or not your estate plan is going to accomplish what you want your family to remember you and honor what you stand for?
Imagine yourself after your death looking down from a cloud at your loved ones. What do you want to see as your family evolves without you?

This task is called Legacy Planning. It is the living and breathing part of your estate plan. In many respects, it is a totally separate inquiry and story of your life, your values and ethics. No estate plan should be without it.