Legacy Planning
Legacy Planning vs. Estate Planning
Legacy Planning from the Heart™ is a revealing and
informative process that assists you and your family in
creating a more meaningful legacy. Our experience shows that
effective action follows understanding and insight.
Legacy planning based on values, communication, trust,
and love results in a living legacy. Conventional estate
planning is only one component of Legacy Planning. Your
legacy plan will reflect a lifetime of effort, pass on
important values to your children and grandchildren, and
magnify your philanthropic goals.
How Legacy Planning from the Heart™ Works
Here is how Legacy Planning from the Heart™ works:
- First, we conduct an in-depth assessment of your goals and values. Learn more.
- Then we explain the process of legacy planning and facilitate family discussions which include all options available. We encourage multiple generations of your family to work together to develop a plan to ensure that wealth is preserved, transferred, and treasured. Learn more.
- Next, we develop a plan that is based on strategic advice and tactical solutions that are easy to understand and implement, while being sensitive to your needs.
How You Benefit from Legacy Planning
Legacy Planning from the Heart™:
- Makes the estate planning process understandable
- Closely aligns estate planning with your goals and values
- Prevents surprises by bringing your extended family into the planning process
- Lets you establish your legacy while you are alive to see it unfold
To learn more about legacy planning, watch the following video clips where Alan Pratt shares some key concepts of legacy planning.
- Plan by Default or Plan by Design
- Simplifying the Legacy Planning Process
- Legacy Planning vs. Estate Planning
- Plan with Your Family, Not at Your Family
- Creating Leverage in Your Legacy Plan
- Legacy Planning from the Heart: One Family's Story
