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,...
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...
