FAMILY LEGACY PLANNING

When we look at Family Legacy Planning, we think of closely-related terms like family values, storytelling, and wealth management. Consider writing a family mission statement, complete with your family values and beliefs, and think about how you can ensure that those values are effectively passed down for future generations. How do you want to be remembered? What legacy do you want to leave?... There actually tends to be 4 main areas of legacies; Emotional, Social, Spiritual and Financial. We help families, individuals, and businesses address their desire to leave a Financial Legacy.

Also known as: Family Legacy Planning LLC

Primary location: Peoria United States