You and your family have worked hard and have been blessed with resources. Your parents/grandparents may be part of the legacy you are carrying forward. Now the responsibility of passing on the legacy rests with you.
What do I want for a family legacy?
- Know I that my family understands my priorities for our family’s wealth.
- Know that an orderly transfer of assets to my remaining immediate family – spouse, children, grand-children will result in propelling them to be the best they can be.
- Family understands our inheritance accomplishments and key goals which then drives them to create even greater goals.
- A generational safety net outside the influence of government policy that the next 2+ generations can build upon.
- Be worry free that my legacy goals are highly likely to be completed
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