Family Legacy Planning
At Traditions, we believe legacy is more than the money or the possessions a person leaves behind. Legacy also includes the values, principles, memories, and life lessons a person bequeaths to their loved ones. We believe both tangible assets (money) as well as the intangible assets (principles, values, etc.) are key ingredients for an impactful legacy.
As a complement to our client’s estate plan, drafted by a qualified estate attorney, we help create timeless family documents that pass down intangible assets to their loved ones.
FAMILY MISSION STATEMENT
We view families as the most important organization in the world. Most successful organizations have some type of mission statement. We want our families to be just as successful as any organization. We help families develop their own mission statement by identifying their core values and principles as a collective family unit.
FAMILY CONSTITUTION
The US constitution is proof that a document can create unity, belonging, and have an infinite life. Families can also create their own constitution. It only requires committed individuals that want to sustain a certain family philosophy, conduct, or a standard for current and future family generations to follow.
FAMILY CONSTITUTION
The US constitution is proof that a document can create unity, belonging, and have an infinite life. Families can also create their own constitution. It only requires committed individuals that want to sustain a certain family philosophy, conduct, or a standard for current and future family generations to follow.
THE FAMILY STORY
Stories are powerful, though sometimes the details can get lost when they are told from one person to the next. We help families document their story to maintain the accuracy of key family events. Stories provide a direct connection between the storyteller and future family generations.
OTHER SERVICES
Investments & Insurance
We make sure every investment or insurance solution aligns with our clients’ goals, priorities, principles, and values.
Retirement & Financial Independence Planning
A continuous process that works towards creating and sustaining wealth for multiple lifetimes.
Family Legacy Planning
At Traditions, we believe legacy is about more than financial assets, it also includes the values, principles, memories, and life lessons a person leaves behind.
Trust & Estate Planning
We know estate planning can be confusing and hard to talk about. That is why we integrate estate planning into everything we do.
Tax Planning
We will work directly with your assigned tax professional and submit documents and answer questions on your behalf.
Business Owner Services
A business can create substantial wealth, and take care of your family for multiple generations. We seek to help business owners enjoy those rewards.
Family Legacy Planning Resources
Expand your knowledge. Find articles and resources related to family legacy planning here.
Visit our Resource Center for additional information and topics.
Create a Plan for Death and Taxes
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Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional
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