Posts Tagged ‘Family Council’

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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Legacy Lifeboat System Fills Gaps, Captures Voice, Love & Values

Legacy Lifeboat

Life is a voyage full of risks and rewards. When you reach your ultimate destination, how will your legacy affect the journey of future generations? Overview Typical 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 estate plan documents…

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