by FamilyTrust | Oct 24, 2013 | Family Preparation, Family Succession, Legacy Resources
Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and...
by FamilyTrust | Oct 23, 2013 | Family Preparation, Family Succession, Featured Articles, Historical Legacies, Legacy Resources
Generational Succession Systems Help Sustain Family Core Values Below are the eight areas of a legacy planning estate plan that create a strong and healthy structure upon which your family can build long-term success: (Click links to scroll down for more information.)...
