Frequently Asked Questions?
General Questions
We go beyond traditional estate planning. Our Legacy Engineering™ process addresses family dynamics, heir preparation, philanthropy, and strategic wealth alignment to ensure your legacy reflects your values and creates lasting generational impact.
We work with families and business owners who want to protect and smoothly transfer their wealth, minimize conflict, and create a purposeful legacy. Our clients value planning that extends beyond documents to foster family harmony, strategic impact, and generational success.
Legacy Engineering™ is our comprehensive process for aligning your wealth with your values, addressing potential family challenges, and creating a strategic plan for generational impact.
Estate planning isn’t just about preparing for the end of life—it’s about creating a legacy that evolves with you. The right time to start is now, no matter where you are in life.
Our Legacy Engineering™ process is designed to grow with you, ensuring your plan adapts as your family, wealth, and goals evolve over time. Whether you’re just starting to build wealth, growing your business, or preparing for retirement, our approach ensures your legacy aligns with your values at every stage.
Getting Started
We begin with a Legacy Vision Session (LVS) to clarify your goals, identify gaps, and design a tailored plan aligned with your family’s needs and values.
A Legacy Vision Session (LVS) is the foundation of meaningful legacy planning. Our clients want more than a set of documents—you seek confidence and clarity that your plan will work when it matters most.
Legacy planning is inherently complex, going beyond instructions about who gets what. It’s about ensuring your strategies reflect your goals and values while addressing challenges such as family dynamics, tax exposure, asset protection, and business succession. If your assets and family dynamics are simple, a quick transactional approach may meet your goals. However, if you have deeper concerns or unique challenges, our thoughtful and customized approach is designed to help.
During a LVS, we:
- Clarify your vision and goals, not just for your wealth, but for the legacy you want to leave.
- Uncover potential challenges, review your existing plan, and identify opportunities unique to your family’s situation.
- Create a strategic roadmap to align your plan with your long-term goals and provide lasting peace of mind.
This process is deliberate and often requires multiple meetings to fully explore your needs before designing a plan. This ensures that every solution we provide is intentional, effective, and tailored to your vision.
The investment for an initial LVS is $1,000, which is fully credited toward your estate plan if you move forward. Working with us is an investment in thoughtful problem-solving and strategic planning—not just documents, but a legacy that brings clarity, confidence, and peace of mind.
Our estate plans are tailored to meet your unique needs and priorities. Foundational plans typically involve an investment ranging from $3,000 to $12,000.
Many clients choose to incorporate advanced strategies to minimize tax exposure, shield assets from creditors and lawsuits, and prepare for seamless business succession. The investment for these strategies varies based on the complexity of the solutions.
During your Legacy Vision Session, we’ll provide a transparent overview of the investment required for your personalized plan. For bespoke or highly customized solutions, we’ll offer a custom quote to ensure your plan aligns perfectly with your goals. Advanced strategies may require additional sessions to thoroughly explore and refine all your options.
Family Dynamics
Every family is unique, which is why we start with a Legacy Vision Session to identify gaps and address potential conflicts. Some families benefit from additional LVS meetings or guided family sessions to work through issues before estate plan design begins. Our process is designed to foster multigenerational harmony and connection.
We offer guided family meetings, workshops, and retreats through our Legacy Studio™ to help families define shared values, create governance structures, and strengthen relationships across generations.
Our process is designed to proactively address potential areas of conflict before they arise. Through family meetings, workshops, and retreats, we create opportunities for open communication and foster understanding among family members.
These engagements help prepare heirs for their roles, ensure alignment on your legacy goals, and build stronger family relationships, reducing the likelihood of misunderstandings or disputes in the future.
Philanthropy and Impact
During the Legacy Vision Session, we help you identify causes that matter to you and determine how to support them effectively. Whether your goals include supporting charities, maintaining income for yourself or heirs, or creating a legacy of impact, we use strategies like Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds (DAFs), and Private Foundations to achieve your objectives.
Business Owners
Business succession planning is a vital part of legacy and wealth transfer. At the Legacy Vision Session, we’ll help you define your vision for your business—whether you plan to sell it, pass it down to the next generation, or transition ownership to employees—and map out the steps to achieve your goals.
We tailor strategies to your unique situation, which may include using buy-sell agreements, gifting strategies, trust structures, or employee stock ownership plans (ESOPs). These approaches ensure a smooth transition while preserving your family’s financial stability and values.
We use strategies like asset protection trusts, buy-sell agreements, and ownership structuring to safeguard your business from creditors and ensure a smooth transition aligned with your family’s goals.
Ongoing Support
Asset alignment is often referred to as “trust funding” in a transactional sense. It ensures your assets are properly titled and aligned with your estate plan. This critical step helps avoid probate and guarantees a seamless transfer of wealth according to your wishes
Legacy Concierge™ offers ongoing plan maintenance, including regular reviews, asset alignment, updates for changes in tax laws, and adjustments for life events like marriages, divorces, or the birth of grandchildren. It also includes support for your family to ensure they understand their roles and responsibilities.