Resources:  Audio & Video

Radio Interviews

• Alan Pratt's interview on Copernicus Radio

Pratt Legacy Minutes

• Benefits of allowing your family to participate in legacy planning


• Bring your family into the legacy planning process
  
• Characteristics of a successful legacy plan


• Directing your wealth toward others values based with legacy planning
  
• Do you know where your estate will go


• Estate planning is a process
  
• Estate taxes are optional
  
• Giving to charity and to family
  
• Having your estate plan mirror your life plan


• Honoring relationships in your legacy plan


• Honoring the talents of the family to create a stronger legacy plan
  
• How to think about legacy planning
  
• Importance of interfamily planning for wealth transfer


• It is never too early or too late to begin legacy planning
  
• Legacy planning and the circle of love


• Planning with your family not at your family


• Procrastination - the number failure of estate planning
  
• Understand what your estate plan


• Using a plan by design strategy to avoid unnecessary taxes


• Values based legacy planning vs tax planning
  

Legacy Planning Videos

• 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
  

Legacy Planning Overview

• Legacy Planning from the Heart Overview

Alan Pratt on Inspired Giving

• Alan and Eileen Pratt appear on the television program Inspired Giving, sponsored by Advisors in Philanthropy

... a low-key approach with a highly personal touch ...