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

Comprehensive Financial Planning

Having a retirement plan from a 401(k) provider or an online retirement calculator is often not enough. We offer a plan for our client’s financial goals that includes education planning, general financial guidance and life event planning.

Investment & Insurance Planning

As Independent Advisors, we are not obligated to work with any specific asset manager. The only allegiance we have is to our clients and to finding portfolio and insurance strategies to fit their unique needs.

Trust & Estate Planning

We want to make estate planning as easy and as painless as possible. That is why we integrated it into everything we do for you from family estate guidance to trust services to ongoing estate planning reviews.