Legacy Planning

When people are surveyed about the hopes and dreams they have for their children, money is seldom mentioned. In fact, most say that their greatest hope is that their family will remain united, healthy and productive for generations. However, traditional inheritance planning looks only to the future of your money, not to the future of your family. Recent studies, plus our own experience working with hundreds of families at all income levels, show that nine out of ten traditional inheritance plans will fail. And when they fail, families are often torn apart, and lives are destroyed. As for the wealth that should have benefited generations of heirs (and the causes in which they believed), the money is almost always gone in three generations, or less. Our Legacy Planning process is intended  to be a 'bridge to the future.' It supplements traditional planning's focus on money with a process designed to help achieve what most people truly want for their loved ones. Through a remarkable Guided Discovery Process™, your personal vision for the future is identified and articulated. That vision becomes the framework for planning designed to strengthen and unify your family. Through this process, you have the opportunity to create a meaningful and significant legacy of hope, family unity, community contribution and individual accomplishment that will benefit your family every day, for generations to come. It is for anyone who desires to share their values, as well as their valuables, with the people they love and the causes they support.  Because in the end, the truth is we will all leave a legacy...shouldn't you play an active role in defining it?