When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself.
Preserving your intangible assets
We recognize that estate
planning isn’t just about preserving and passing on your financial wealth and
property when you die. When done right, planning allows you to share your
family’s stories, values, and life lessons, so your legacy carries on long
after you—and your money—are gone.
“Priceless Conversations” is part of a process that’s designed to not only
ensure these intangible assets never get lost, but also to make the process of
documenting them as easy and convenient as possible. In this process, we guide clients
to create a customized recording in which they share their most insightful
memories and life lessons, not just for their children and grandchildren, but
for generations to come. My favorite part about this process is that most of
our clients tell us that going through it helps them surface things they would
have never thought about regarding how they want to parent differently or
things they want to share now, during life, not just leave behind a lasting
legacy of love.
To help
inspire clients, we’ve developed a series of helpful questions and prompts,
which makes the process not only easy, but enjoyable. And this isn’t something
you have to do on your own, which you’d probably never get around to doing,
despite your best intentions. Instead, this is something we include as an
integral part of our planning services—and it’s included at no extra charge with
each plan we create.
In the end, your family’s most precious wealth is not money, but the memories you make, the values you instill, and the lessons you hand down. And left to chance, these assets are likely to be lost forever.
Dedicated to empowering your family, building your wealth and defining your legacy,
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