5101 East La Palma Avenue
Your legacy is the accumulation of life experiences, achievements, and contributions left behind by your footprint in life. No matter how big or small, what you do, give and accomplish defines your legacy. It's widely believed that only 10% of families successfully transfer their wealth beyond a 3rd generation. While most families will incorporate financial and estate planning, they're missing a 3rd key element commonly referred to as heritage planning. This planning prepares the children and grandchildren for their inheritance, in part by passing stories, values and life lessons to succeeding generations. As your wealth manager, we will lead you through the proper advanced planning techniques, while collaborating with your attorney to ensure proper implementation of your plan. However, if you want to be in the 10%, talk to your heirs about your core values and beliefs.