View All (72) Articles Filed Under:  Legacy

Don’t Leave This Out of Your Estate Plan

Put some of yourself into your estate plan

Drafting an estate plan isn’t something most people get excited about. I don’t know many who are eager to think about their passing, or to wade through all those legal documents. Think about it. You sit down with a lawyer to plan your estate, and what takes place? There’s normally a  »  Read More

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The Legacy Mindset: How Do You View What You Have?

The legacy mindset is being faithful

Legacy is a mindset. But what “legacy mindset” must you have in order to succeed? When AJ began his business, he began with little thought to legacy. Mainly, he thought about surviving for the first few years. But eventually he crossed that hurdle, and the business actually reached a  »  Read More

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Relationships Matter When Transferring Your Family’s Most Valuable Assets

Family meeting around the table

I gathered with a group of legacy planners from around the country just recently.  The conversation was robust, and they articulated many common themes.  One theme came up again and again: Relational health in a family is of first importance if they are to succeed across generations. Often  »  Read More

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