Preserving Legacies Through Intent and Purpose

To help preserve the legacies of today through intentional planning and clear communication in order to inspire future generations towards a well lived life with a foundation of values, relationships, cherished memories and wealth.     

Mission:

Vision:

To eliminate waste on unwanted healthcare and help clients leave the enduring legacy of a well lived life by sharing the wisdom, values, principles, and wealth gleaned through life experience and reflection.

Relationships are the purpose of human existence. Healthy relationships are built on a foundation of Integrity, openness, and trust, and maintained through intentional and clear communication and the desire for mutual growth and improvement.

Values:

Decisions regarding desired healthcare treatments are left for families to decipher in stressful and tumultuous situations. This leads to unwanted and costly treatments and interventions being performed. A life’s work of savings can by drained in mere days of aggressive treatment which often do nothing but extend death. Families are torn apart by disagreements on the direction of care for a parent. Making decisions on the care for a loved one is often ambiguous and stressful due to the lack of clear communication and specific planning. Adult children spend weeks to months organizing and dispersing belongings and assets. Families no longer communicate due to disagreements and fighting over assets and resources. At Legacy Planning our goal is to reduce strife, stress, waste, and needless suffering and increase love, fondness, and togetherness by careful planning and clear communication with decision makers, family members, and loved ones. A great legacy is not left to chance, it is preserved with intent and purpose.

Legacy Planning Core Beliefs

  • Relationships are the reason for human existence.

  • Tomorrow is not guaranteed.

  • What you leave in them is more important than what you leave to them.

  • Privilege without responsibilities is crippling.

  • You earned it, do what you want with it.

  • Life without ____________ is not a life I want.


Two Parts to Every Legacy

What you do while here…

Relationships, Time, Money, Memories

What you leave behind…

People, Assets, Policies and Institutions

Book a Consultation

Let us help ensure you leave an enduring legacy