Legacy Planning Preservation

Often times, clients will ask us, “What can I do to make sure that I can still remain a part of my children’s lives, even after I am gone?”

Leaving an estate plan behind is crucial, but leaving behind a legacy is even more important to your children. We would know. More often than not, we are left explaining to the children of our past clients their parents’ wishes and goals.

True legacy has less to do with the financial assets we accumulate, and more to do with our intangible assets: our stories, wisdom, values, and character.

  • What values do you want your children to have?
  • What should they know about your family’s history?
  • What type of person would you like your child to become some day?
  • What wisdom would you like to pass down to your kids and grandkids?

We work with each and every client to preserve this legacy by capturing their individual stories, pearls of wisdom, and advice to their loved ones. And we do this regularly. Clients have come to value this more than anything, because we ensure the legacy you’ve built is passed down to those you love.

Most clients choose to include in their plan a legacy preservation element built into it. Because passing down your legacy is by far the greatest gift you can leave your loved ones, and it will mean more to them than the estate plan and trust documents that you’ve worked so hard to make.

We have three locations to serve you.