Your family legacy is much more than just the money you leave behind. It covers all facets of your life that you wish to pass on to succeeding generations.
VALUES AND LIFE LESSONSINSTRUCTIONS AND WISHES TO BE FULFILLEDPERSONAL POSSESSIONS OF EMOTIONAL VALUEFINANCIAL ASSETS OR REAL ESTATE
The subject of family legacy is a complex and emotional topic. Discussing hopes and key issues now eliminates potential conflicts and distress later on. There is a sense of relief and comfort in knowing that everyone in the family understands each other’s priorities and issues.
We have tools available to help you, our client, with this process and would be happy to assist you and your family.