What We Do
With our process, Legacy Planning from the Heart™, families are validated, educated and motivated to author a legacy plan which reflects their shared core values. We simplify legacy planning issues to make planning understandable, effective, enlightening and exciting!
We bring clarity to an uncertain process.
Death, taxes and estate planning
can be difficult subjects for families to discuss. Many
individuals feel overwhelmed by the complexity of
traditional estate planning methods. They fail to plan
adequately or make decisions which create an added
burden for family members.
Pratt Legacy Advisors believes that planning a legacy involves more than just updating your wills and minimizing taxes. A good legacy plan goes beyond conventional estate planning. It comes from knowing your values, living your values, and planning from your values.
We’ve developed a unique process called Legacy Planning from the Heart™ that will guide you to confident decisions. Your family is validated, educated and motivated to author a legacy plan which reflects your shared core values.
We make the legacy planning process
understandable. We listen to you and propose solutions
that are based on your goals and values and those of
your family – solutions that effectively preserve and
multiply your wealth during periods of transition. We
make legacy planning understandable, effective,
enlightening and exciting!
Envision the future.
We strive to build life-long relationships with you
based on trust and integrity, and we encourage
participation from your extended family members. Your
legacy plan will reflect a lifetime of effort, pass on
important values to your children and grandchildren, and
magnify your philanthropic goals.
Start Planning Your Legacy
- Watch our Legacy Planning from the Heart™ overview to learn more about the principles, process and benefit that values-based legacy planning offers you and your family.
- Take our brief online assessment to determine if there are gaps in your legacy planning.
- Contact Pratt Legacy Advisors today to schedule an appointment or sign up for one of our upcoming seminars.
