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Legacy and Dynamic Planning

Have you ever thought about the legacy you would like to leave to future generations? Your legacy is more than just money; it can include your heritage, values, experiences, and memories. Studies have shown that 70% of wealthy families lose their wealth by the second generation. How can legacy planning prevent that? A good legacy plan can:
  • Build special provisions into your documents to ensure that wealth is preserved and protected for generations to come​
  • Involve and train the generation(s) that will be inheriting the wealth so they are prepared to handle it
  • Include a legacy video that records your values and life experiences to preserve them for future generations
  • Pass on family management responsibilities in a deliberate and organized way so there are fewer questions or conflicts among family members in the future
  • Ensure that certain property and/or family heirlooms stay in the family
  • Establish and solidify family ethics, values, and traditions that will benefit generations to come
At Inter Vivos, we offer a broad range of documents, training, and planning techniques to preserve families, family wealth, and family values. Give us a call to learn more about how we can help you leave a legacy that will bless the lives of your future generations.
Plans range from $2000 - $8000

E-book: "Estate Planning For The Family Forest"

Planning for your posterity is an important matter especially if you want to help generations of your family tree well into the future. You want them to be rooted in family values, while having the space and freedom to grow individually. Our upcoming E-Book, "Estate Planning For The Family Forest" discusses important aspects of multi-generational planning including what can be done in your planning, how to nurture values, and how to incentivize your posterity to grow the family tree the way you would want them to.

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