Legacy Project Launch—Thank You

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.


Your Legacy in Unprecedented Times

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.


Impact Investing—What About Impact Planning?

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.


Estate Planning Is Dead

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.