We all have memories and traditions, wisdom, life stories, and families. Think about a loved one you’ve lost. What are your most treasured memories of that person? Do you wish you better documented your time together? Are there questions you wish you had asked them when you had the chance? On the other side, is there anything you’d want your family to know if you couldn’t be there to say it yourself?
Every person has a story to tell. Every person is worth far more than they could ever have in their bank account. That is your Personal Wealth.
Traditional Estate Planning lawyers fail to help you capture these incredibly valuable assets, but we know that these are the things your family will treasure most when you are gone, and it’s our passion project to help you find ways to capture your Personal Wealth to share with the next generation.