What is meant by the word legacy? Is it your values, your “philosophy” about what constitutes a life well lived? Is it your hopes for the people, organizations and institutions that have come to mean the most to you over the course of your life? Is it simply the expression of the way you feel toward your spouse, children, grandchildren, extended family and friends?
By reflecting on important issues and sharing your perspective with those closest to you, it is possible to create a framework for living life to the fullest, knowing that your long-term wishes will be heard and honored. Our legacy protection planning process allows you to share with others your sense of what life means and what you hope will happen in the lives of the people you care about most as a result of your actions.
We welcome the opportunity to discuss your legacy and counsel you on the strategies and tools available to ensure it will be a lasting one.