Case Studies

Pratt Legacy Advisors provides professional services to a variety of clients with many types of legacy planning issues. Below are actual case studies of clients.

Case Study #1 - A widow, in her early 80's, with 2 adult children and 4 adult grandchildren.

Case Study #2 - A couple in their mid 70's with 3 adult children and 9 grandchildren.

Case Study #3 - A couple in their mid 60's, with 2 adult children and 2 grandchildren.

“I am amazed at how an effective plan can satisfy one’s personal goals while improving the quality of life at the same time.”
- prior attendee