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.
Tag: estate planning
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.
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.
Fair vs. Equal
This video discusses the difference between fairly and equally distributing assets during the estate planning process.
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.