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The Legacy Process — A Generational Protection Plan

The Legacy Process — A Generational Protection Plan

by FamilyTrust | Oct 23, 2013 | Estate Planning, Legacy Resources

The Legacy Process for estate planning was created to help you begin the process of creating a legacy that will last throughout the generations. It also provides the ground work of defining what is “true wealth” to you and your family. Like the bonsai,...
Our Difference From Traditional Estate Planning

Our Difference From Traditional Estate Planning

by FamilyTrust | Jul 18, 2013 | Estate Planning, Family Preparation

Legacy Planning Provides Heirs a Road Map to Success Traditional estate planning is popularly defined as: “I want to give what I have to who I want, the way that I want, at the lowest possible cost.” The focus on money threatens the healthy balance of...

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