Blog

3 Differences: Do you have an Estate Plan or a Legacy Plan?

Do these two terms mean something different? We happen to think that an Estate Plan might not have nearly the same intergenerational impact as a Legacy Plan that is fully realized. Read more below on what we see as the differences between the two. Whatever you call your plan, we hope it is prepared to serve your family’s best interest and give you peace of mind.
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Begin with the End in Mind

How can we make the space for big conversations like legacy planning? This could be a good time to start the process of thinking about what it is you may want to communicate about your legacy wishes and what input you may want to have from those you love. How ready do you feel? This can’t be accomplished without the proper forethought & planning via a spontaneous phone call.
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Connecting & Reconnecting

How can we make the space for big conversations like legacy planning? This could be a good time to start the process of thinking about what it is you may want to communicate about your legacy wishes and what input you may want to have from those you love. How ready do you feel? This can’t be accomplished without the proper forethought & planning via a spontaneous phone call.
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Planning for Resilience

Each year we don’t put aside for that rainy day or pay that insurance premium, we’re better off. But given long enough, the highly improbable becomes inevitable. At its heart, this planning is about narrowing the range of possible outcomes.
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