Legacy Planning

"Whether your legacy vision is clear or still evolving, our caring professionals can help you tell your story. "

Estate planning is not just about finances. Legacy planning is a special tool that gives you the ability to leave a message to your heirs. This can take many forms, from a video to a book to a simple letter. These tools help you memorialize your wishes, lessons learned, and hopes and dreams for future generations.

You may have a clear vison of your legacy, or you may have some ideas that are still unformed. Members of our team have experience helping clients think through these important decisions and patiently facilitating a step back and look at the big picture.

A legacy plan can be a powerful gift to those you love. We help determine the appropriate vehicle and assist you in articulating the message so you can share it with your families and friends.