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How to Allow For Grief In Your Legacy Plan

How to Allow For Grief In Your Legacy Plan

By definition, every single client we work with is thinking about their death. They’re planning for the day they’re no longer here–and making sure their loved ones and favorite charities are cared for. That’s incredibly impactful work. It’s not always easy, but it can...
Legacy Planning for New Parents

Legacy Planning for New Parents

There’s so much to think about when becoming a parent. Between the late nights and bodily fluids and setting up your home for all the stages that come with parenthood, finances and legacy planning might be the last thing on your mind.  But whether you have a legacy...
Legacy Planning Basics

Legacy Planning Basics

If you’re a car dealership, it doesn’t take a lot of explaining for people to understand what you’re about and why they’d stop in to see you.  When we say we’re legacy consultants, we sometimes get blank stares from people. People understand what a will is. They might...