Legacy Coaching

Search Blog

How to Leave an Inheritance

How to Leave an Inheritance

Inheritance planning has the opportunity to be an excellent way to create a legacy for your family. However, it can also become a tainted process focused solely on money, where infighting and disappointments leave you feeling worse than you did before creating your will. We believe focusing solely on money – and not your legacy as a human being – corrupts this process and makes it stressful for both the individual and their loved ones.

read more
Past performance may not be representative of future results.  All investments are subject to loss.  Forecasts regarding the market or economy are subject to a wide range of possible outcomes.  The views presented in this market update may prove to be inaccurate for a variety of factors.  These views are as of the date listed above and are subject to change based on changes in fundamental economic or market-related data.  Please contact your Financial Advisor in order to complete an updated risk assessment to ensure that your investment allocation is appropriate.