6 Steps To Legacy Planning For The Generations

6 Steps To Legacy Planning For The Generations

June 29, 2021 11:00 AM

Learn to Craft Your Legacy and Leave Your Mark for the Next Generation

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way.

Attend this complimentary webinar and you will learn:

How generational planning is replacing traditional, stuffy estate planning

What happens when a legacy isn’t planned

A tale of two families: James Gandolfini and Randy Pausch

How legacy planning can be a meaningful, even fun, process

How to plan for sudden incapacity

The importance of expressing your wishes and conveying your values

How to successfully transfer your wealth, tangible and intangible

A six-step process to start leaving your mark on the next generation