Legacy Planning

In many ways, our most valuable assets are intangible- and are unable to be transferred by a Will or a Trust. The stories, memories, lessons and values that shape our lives are invaluable and worth passing to future generations. Tragically, if not preserved or communicated, they die with us. Through family meetings and other legacy exercises, you can capture your personal and family legacy as a part of your estate plan. Your legacy has the potential to outlast even large sums of financial wealth.