The principles of The Legacy Project believe that Estate Planning is dead—and paint a new vision for the industry
Our lives are more than our portfolios. Wealth Management doesn’t mean diddly, if it divides your family and sets them up for failure. We need a new way of thinking, to build value for our clients in a rapidly changing world.
Wealth for it’s own sake is not enough. If we fail to instill our values in our children, and if we’re not teaching the lessons we’ve learned, then we need a course change.
The Legacy Project
We recently built a website for a group of Estate Planners and Financial Advisors, with an interesting take on Estate Planning.
Community, Conversation and Collaboration is the key.
We’re more than the sum of our parts.
Legacy Planning is more than a kinder-gentler take on wealth management. It’s rethinking the goal. If estate planning is meant to protect assets for future generations, and if our heirs are losing the ground we’ve paved for them, then we need to better understand the equation. And we can’t do that alone, in a vacuum.
Where there is no wise guidance, the nation falls,but in the multitude of counselors there is victory. – Proverbs 11:14
To discern why traditional estate planning is losing ground, we’re gathering the best and brightest, building a community that gets at the heart of the problem.
Daniel Scott, Chad Reyes , and Jonathan Blattmacher have a plan for a better way to manage estates, focused on your legacy. Legacy Planning is more that wealth. It’s wealth management focused on improving the lives of your heirs.
Dan Scott is the Founder and Principal of Scott Law, where he focuses on legacy planning for individuals, families and businesses. He is also the co-Founder and CEO of Spotlight Advisory Group, a wealth and legacy management firm designed for artists, entertainers, athletes, influencers and other creatives
Chad Reyes is the President & CEO of Wealth and Legacy Group. For nearly 2 decades, Chad and his firm have coached, consulted and guided highly successful entrepreneurs, industry leaders and generational families to tax efficiently create, protect and transfer their wealth to future generations through the utilization of their L.O.V.E. Based Approach.
Jonathan Blattmachr is recognized as one of the most creative trusts and estates lawyers in the country. Among industry accolades, he is Director of Estate Planning at Peak Trust Company, InterActive Legal, Co-Founder, Editor-in-Chief, and Co-Author of Wealth Transfer Planning™.
Become a part of this effort, visit The Legacy Project.