A recent survey conducted by the Allianz Academy of Legacies asked Baby Boomers and their parents to rank priorities when leaving an inheritance.
Overwhelmingly, they preferred passing down their “values” vs. “valuables.”
Yet, only a small fraction of these generations has made provisions for this in their estate plans, mainly due to a lack of professional guidance and a practical legacy plan.
As such, the demand for providing a values solution is expected to increase dramatically in the coming years, and estate planners are in the most advantageous position to benefit.
Not only do families find it difficult to get professional advice on this matter, but also the professionals they consult with have few options to offer – until now.
Over the past decade, the team at Legacy Stories has provided senior care professionals with a life review program that has become an industry standard. Now the methods and technology have been reformatted to serve the estate planning and financial advisor community.
To that end, the “Legacy Values Plan” is designed specifically to be a comprehensive self-guided legacy-building solution that can attract new clients and increase client retention with no added staff or training.
This award-winning solution helps your clients preserve and pass down their life lessons, values and experiences as an essential part of today’s estate plan.
Lawyers with Purpose has made arrangements to offer its members this exceptional program at 20% off.
To learn more go to: https://www.legacystories.org/values
Apply this code for the discount: LWP20
Tom Cormier, Co-founder, LegacyStories.org
Roslyn Drotar, Online Marketing, Content & Social Strategist for Lawyers With Purpose
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