Preserve Your Legacy 

Though estate planning is mainly viewed as a way to pass on your financial wealth and property when done right, it also enables you to preserve and pass on your true legacy: your memories, values, and wisdom. This additional step in planning can later serve as a source of healing and support. With the right timing and opportunity, these all-important final conversations do not have to be intimidating or awkward.  

The life stories, lessons, and values from these conversations can be among the most precious of all your family's assets. In order to make sure these gifts aren't lost forever, we offer this service in our estate plans. You are not obligated to include a Legacy statement or writing in your plan, but if you are interested, we are here to support you.