"We flew in on the day before the funeral and went to my mother's home. You cannot imagine my shock at what I saw. The entire house had been stripped of every picture, -- even the rocking chair. I haven't spoken to my brothers and sisters since.

Why does this happen?

After all, there probably was a will, estate plan or trust already in place.

It happens because someone was afraid that a cherished link to the person they love will be gone forever.

The money is one thing. Family Legacy is about another. Family Legacy is about the precious connections between one generation and another. "We all want to see our lives as part of a larger picture that extends beyond our lifetime to future generations."

But sadly, this process of Family Legacy transfer often does not take place peacefully because family members never find the "right time" or the "right place" to talk with each other about what's important:

Family treasures, such as the rocking chair or the family business
How to honor and celebrate the value of a lifetime
Assets being passed on with consideration of each child's unique relationship to the family

Here is an opportunity for the financial advisor who wants to provide added value to their practice and give clients the precious gift of family harmony.

There are many different ways to integrate this concept into your practice whether you're looking for new ideas about connecting with your clients or you want to broaden your practice and make it more holistic.

For your convenience, we’ve created a short introductory report that's based on a major national study about these issues. Here’s a few of the things you’ll learn:

The many reasons why families don’t have these conversations

Why the rocking chair is so significant.

Misconceptions about inheritance in today’s society.

The miscommunications between Boomers and their parents

"An Introduction to Family Legacy"

This FREE report will be delivered to your in-box in four separate e-mails every 2 days.

(Note: please enter your e-mail address in the box below and add familylegacyadvisor@gmail.com to your address book so that you'll receive this report.)

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Our mission is to help financial advisors who think there's more to a practice than than simply selling product --regardless of company affiliation.

Family Legacy Advisor
468 Yolanda Ave, - Suite 203
Santa Rosa, CA 95404
(707) 573-0384