Category Archives: Grow Your Business


Legacy: Why Should Anyone Care?

Legacy: Why Should Anyone Care?

Why should anyone care about this concept of Legacy? Why should you or your clients concern yourself with the creating a Legacy that extends beyond financial assets? Traditionally the term “legacy” has been used in the financial and estate planning circles to describe how to transfer wealth (money and property) to others after death. And while the main focus of most financial professionals is to…

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Capitalize On The Largest Intergen Wealth Transfer In History

Capitalize On The Largest Intergen Wealth Transfer In History

  Utilize Legacy To Capitalize On The Largest Intergenerational Wealth Transfer In History The Opportunity: Every year for the next 50 years, $1 trillion will pass from one generation to the next, resulting in the greatest wealth transfer in the history of the United States – (Schervish 2001). For financial advisors the question becomes, “Who will heirs turn to for guidance in managing that wealth?” – Engaging…

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