The second edition of our book has been updated and expanded to address:

  • Planning for disability
  • Wealth transfer strategies for
    the LGBT community


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CREATE. PROTECT. TRANSFER.
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For more than 120 years, generations have turned to us for wealth transfer strategies. You could say we wrote the book.

Protecting your family. Building a company. Maintaining a high standard of living in retirement. Giving back to the community. Whatever your goals, wealth transfer planning plays an essential role.

Whether you live to be 70, 80, 90 or more, you are likely to have assets that outlive you — wealth that will be transferred from you to others. What you choose to do with that wealth — now and then — is what Legacy: Conversations About Wealth Transfer is all about.

The focus of Legacy is on three essentials of wealth transfer to help you work in an informed and collaborative way:

  • Communicating with your intended beneficiaries and your advisors;
  • Creating a plan that reflects your goals and values; and
  • Protecting your wealth from unnecessary taxes.

Email Updates

E-book download FAQs



PLANNING MATERIALS
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Personal Information Book - this book helps you to create a comprehensive record of your accounts, professional advisors, employee benefit information, valuable possessions and more.

Personal Inventory Form - an expandable version of Legacy's Appendix B to easily track your balance sheet assets and liabilities including cash and short-term investments, stocks, bonds and government securities, insurance, real estate and other assets. (Note: Download requires at least Adobe 8.0 or above.)

Legacy Update 2014 - The partial repeal of the Defense of Marriage Act and the subsequent IRS Revenue Ruling 2013-17 mean that same-sex married couples now have access to wealth and estate planning opportunities that they did not have prior to 2013. For same-sex married couples, much of the information in Chapter Ten will no longer be applicable. Wealth planning considerations for same-sex married couples are provided in this update along with information on how the American Taxpayer Relief Act of 2012 amended the e-book and a compilation of tax tables that are helpful for wealth transfer planning.