Pratt Family Private Discussion
Alan Pratt believes very strongly in the principles of Legacy Planning from the Heart™.
Alan and his brother, Charlie, along with their mother, Eileen Pratt, host a discussion 4 times a year for an audience of interested individuals, families, and advisors and they go through the actual steps of building and protecting a legacy…their own.
“I’ve learned how important it is for family
members to dialog about legacy planning. Before Bill died, he built an
estate plan that was more than just legal documents
and financial strategies. Planning with all the generations present helped
our family build the confidence, communication and trust we needed after
Bill passed away. Yes, there was grieving; but there was a special
appreciation that grew from our working together to create the outcomes we
all envisioned.”
- Eileen Pratt
We invite you to attend a Private Discussion in which we will share a story of two generations working together in a legacy planning process that has helped us to insure that the values, people, and charities we love are reflected in our legacy. We hope that by attending, you will increase your understanding of the possibilities for responsible stewardship, distribution, and transitioning of your family’s wealth. So many wonderful legacy stories are only heard when the authors are no longer here. We are here. We are willing to share. We want to help.
We will soon be hosting a Pratt Family Private Discussion at 400 108th Avenue NE, Suite 610. Please refer to our list of Upcoming Events for dates and times, and e-mail info@prattla.com for your invitation to the next event! We hope that our testimony will inspire you to take action and begin building your legacy plan now.
