Help Your Clients Get Started with a Letter of Wishes or Legacy Message This article provides resources that will help advisors support their family business clients. Legacy Capitals February 10, 2023
After the Last Corporate Paycheck – Preparing Your Family for Your Assets This article outlines action steps to take after retirement to help in creating a living legacy. Legacy Capitals September 22, 2022
How I Ensure a Happy Life for my Family Enjoy this conversational video from Legacy Capitals on the topic of how to ensure family wealth contribute to happiness. Legacy Capitals August 24, 2022
Fair vs. Equal This video discusses the difference between fairly and equally distributing assets during the estate planning process. Legacy Capitals May 21, 2021
The Vital Role of Why in Legacy Planning This podcast, produced by the Purposeful Planning Institute, discusses the role of defining the "why" in legacy planning. Legacy Capitals October 1, 2014