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“Interest in ethical wills is exploding. In fact, baby boomers ... said they'd be 10 times more grateful to receive life lessons from their parents than to get material goods.” more... —Ethical wills: bequeathing your life lessons. Dianna Marder. Knight Ridder Tribune News Service. Washington: Apr 9, 2007. pg. 1 |
![]() How do I get started?If you’re ready to plan your legacy, you can start by downloading and completing our complimentary Legacy Planning Introductory Guide. This document will provide you with the direction you need to start creating your legacy plan: it includes some introspective questions and explains the different components of a legacy plan. While this introductory guide is very effective for establishing a foundation for your legacy, we suggest that you also consult a legacy advisor to help guide you through this process. Only certified legacy advisors have access to our full BreadcrumbsSM legacy planning program, which expands the components found in the guide and offers many more.
Contact us to find a legacy advisor in your area.
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