WE HELP YOU TRANSFER YOUR “FAMILY LEGACY” FOR GENERATIONS
Lastly, we believe your financial wealth is only a small part of your overall “Family Legacy” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about:
Your grandparents’ values?
Their most prized personal possessions?
How did they feel about you?
What did they learn during their lifetime?
If you are like most people, you know very little. That’s why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.
We’ve developed a tool that allows us to capture and pass on your whole family legacy, including your Intellectual, Spiritual and Human assets. Join us for a call to learn more. Use the button below.