Legacy Planning & Charitable Gifting

sharing dreams

“I may be here for a short while, gone tomorrow into oblivion or until the days come to take me away. But, in whatever part you play, be remembered as part of a legacy...of sharing dreams and changing humanity for the better. It's that legacy that never dies.” 


There will likely come a time in your life when you want to make a contribution or leave something behind to your family, heirs or to charity. You may want to give and are not quite sure of how to move forward. Or, you may already have an estate plan in place, but would like to revisit it to see if your values are in line with what you originally planned. We can assist you to discover ways of gifting your resources and experiences that you have accumulated in life to make an enduring imprint on the world. 
You will deepen relationships with your family members across many generations. Grandparents, parents, children, grandchildren and their spouses, before the estate transfers.