Traditional estate planning addresses your material
assets, possessions of financial value. One's true
wealth, however, is not measured in just dollars.
Legacy planning addresses your non-material assets,
possessions of emotional value. This includes your
values, life lessons, memories and final wishes,
the information that is too valuable to risk being lost.
assets, possessions of financial value. One's true
wealth, however, is not measured in just dollars.
Legacy planning addresses your non-material assets,
possessions of emotional value. This includes your
values, life lessons, memories and final wishes,
the information that is too valuable to risk being lost.
It's 10 times more important than money: are you helping your clients find it? Find out in your FREE report The Holy Grail of Prospecting.
Senior Editor at Horsesmouth interviews four members of Plan Your Legacy who share their experiences with the Breadcrumbs legacy planning program.
Attention Financial Advisors and Attorneys--Become a Member of Plan Your Legacy and increase referrals, boost revenues and retain clients for life.
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