Category Archives: Legacy

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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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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For singles or people without children, what will your footprint be?

At Evolution Strategies, we really enjoy talking about legacy with clients. Legacy is all about the impact you want to have on lives when you’re gone. It’s about your footprint and passing along more than just your wealth. I really enjoy this topic because I often find it helps people connect with peace of mind…
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Estate Planning: 3 Dangers Facing Your Legacy

Congratulations! You have a will and power of attorney. You are finished with estate planning … or are you? Even beyond the fact that wills and other estate documents need to be reviewed as your circumstances change, they might be missing the mark or falling short of being a true legacy plan. When you think…
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