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.
Most of the time, estate planning lawyers fail to integrate your pursuit of happiness and well-being into your estate plan.
Every millennial absolutely needs to be thinking about their legacy because, like it or not, they have already begun to live their legacy.
We are all guilty of it—asking a young child or teenager the age-old question: What do you want to be when you grow up?
Here is an idea few advisors will suggest: maybe your children should not inherit your legacy.
The biggest mistake made by clients when it comes to estate and legacy planning is that most fail to actually implement their plan.