A Legacy of Generosity

We regularly help our estate planning clients prepare trusts so that their children or grandchildren can financially benefit from a thoughtful legacy of generosity.

And we are truly inspired when we see families instill “legacies of generosity” by teaching their own kids about budgeting, saving, and giving to people or worthy causes.

You don’t have to be a millionaire to do it and a lot of “estate planning” and long term wealth preservation strategies can actually be implemented before we ever enter the picture.

We encourage you to start these ever-important conversations within your own families.

Let us know if we can help facilitate your own family’s “legacy of generosity.”