Legacy planning
Have you ever considered what you will leave behind for loved ones—beyond your financial assets? Imagine leaving a legacy that influenced the well-being of your family, friends, and the world ...
There’s more to life than money and material possessions. To capture the essence of your life, the experts at Colgan Capital will help you build a legacy plan for your loved ones that shares what matters most: your life lessons, values, memories, and final wishes.
Mark Colgan is recognized nationally as a leading expert on legacy planning, so be sure to take advantage of this unique and powerful service!
Mark’s expertise will help you to:
- Get organized so you and your loved ones are protected in times of crisis
- Plan your legacy so your values, wishes, and final instructions are preserved
- Make sure you don’t leave behind a web of unanswered questions
- Explain your ideas on money and wealth to your family
What is a legacy?
First of all, legacy planning isn't a will. It isn't all about money. It isn't the same as estate planning. And, above all, it isn't just about death. It's about life—and passing on what matters most: your values and life lessons, your final wishes, your most prized personal possessions, and your financial assets.
Quite simply, a legacy includes your
knowledge and non-material assets—your possessions of emotional value. In fact, when defining a legacy, many people feel the non-financial, and sometimes intangible, things you leave behind are far more important than who gets the money. There is no greater gift you can leave than your values, traditions, beliefs and wishes. These are the true components of a personal legacy—the things money can't buy. The things that will be treasured by the next generation. And hopefully, become a part of their own personal legacy-for generations to come. Plan Your Legacy We are very passionate about the benefits of legacy planning. To learn more about this incredible service please visit our dedicated website www.planyourlegacy.com. By the way, if you are a fan of Oprah's financial expert Jean Chatzky, be sure to read her article about our legacy planning service! |
