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We're Moved! (Just around the corner)
Our NEW address is:
650 East Carmel Drive, Suite 230, Carmel, Indiana 46032.
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Leaving a Legacy, Beyond the Inheritance

by | Jul 9, 2020 | Estate Planning, Webinars | 0 comments

WEBINAR-Leaving a Living Legacy, Beyond the Inheritance.

To most people, the term “legacy” evokes thoughts of money and property. While these assets can be a component of your legacy, they are typically much less important than the intangible legacies we leave. Unlike money and property, intangible legacies – your belief system, milestones, stories, and skills- are inexhaustible resources that can live on for generation after generation. The presentation includes a brief review of legal planning necessary to pass on the tangible followed by an interactive discussion of how to leave intangible legacies. You will also receive tips for ways to pass on those personal effects that mean something to you, but not as much to your beneficiaries.  (click on caption below to begin webinar).