The financial guys, wealth managers, and estate planners have got it all wrong. Net worth is not the critical economic indicator or the sum total of all you have or …
We want to thank everyone who participated in the Legacy Project launch event webinar on April 23rd. The overwhelmingly positive response and attendance far exceeded our expectations.
These are our greatest assets—not our traditional “financial” assets, but our human and creative assets. These are the assets we should be seeking to grow more than out financial portfolios.
Just as this young generation is being intentional and purposeful with their financial assets through impact investing, so too must they be purposeful and intentional with their non-financial assets through impact (or legacy) planning.
Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life.
Most of the time, estate planning lawyers fail to integrate your pursuit of happiness and well-being into your estate plan.