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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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Why Don’t We Complete Estate Plans?

A 2016 WealthCounsel survey on estate planning offers some interesting insights on why Americans don’t complete their estate planning. Forty-three percent of Americans don’t have a will. Some of the reasons include the following: 25% of respondents didn’t want to talk about an estate plan  »  Read More

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