Confident Legacy Vision®

Your Vision

Estate planning is more than just wills and trusts. It starts with the question: “What do you want your legacy to be?” From there, we can help you transform your financial success to long-lasting personal significance.
These are some factors we consider:

Values

Personal
Family
Spiritual
Community

Concerns & Goals

Family
Community
Health
Financial
Security

Family

History and Dynamics
Needs
Talents

Assets

Composition
Liquidity
Ownership
Business
Interests

Other

Laws
Taxes
Growth Rates
Flexibility
Simplicity

The Planning Vision Process®

Applying our unique seven-step process with our experience, collaboration, analysis,
planning strategies, and creativity

The Confident Legacy Vision®

Your Family, Social, and Personal Legacy

 

Family Wealth

Appropriate financial legacy for your heirs

Social Wealth

History and Dynamics
Philanthropic legacy for your concerns

Personal Wealth

A legacy of your personal values

 

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