Legacy Planning Services

When it comes to passing on assets and businesses, protecting your wealth and ensuring your values are upheld is paramount. For business owners, passing on a company requires careful consideration beyond ownership.

Your estate plan is more than just a legal document – it’s a reflection of your values and wisdom. Recognizing that families have two kinds of treasure – the assets they’ve worked hard to accumulate and the people they love – underscores that every estate plan is a Values Statement. Through Purposeful Planning, our team helps you craft trusts that speak your voice and convey your vision for the future.

Key Features of Purposeful Trusts:

• Your Voice, Your Trust: Crafted in the first person, your trust reflects your intentions and values, ensuring clarity and understanding for your heirs.
• Clear and Understandable: Written in plain English, with summaries and examples provided for complex terms, ensuring everyone understands your vision.
• Heartfelt Purpose Clauses: Powerful clauses capture your vision for how your trust benefits your loved ones and community.
• Symbolic Naming: Choose a name that embodies your deepest purposes and hopes, connecting beneficiaries and trustees to your vision.
• Sharing Wisdom: Share life lessons and wisdom through guidance for beneficiaries and trustees, ensuring your values are passed down.
• Transforming Gifts: Turn heirlooms and cash gifts into lasting legacies with personalized stories and heartfelt meaning.
• Seeds of Gratitude: Express your love and appreciation, planting seeds of gratitude that empower and inspire future generations.