KUDOS to VANGUARD

We at Legacy Stories applaud Vanguard's recognition that Legacy Planning is an integral part of a Holistic Wealth Planning Trifecta.

The primary objective of Legacy Planning is to capture, organize and curate those aspects of Family that convey their Heritage, Traditions and Values to benefit future generations.

The collected stories inform future generations of myriad experiences that together create a unique Family Narrative explaining: Who We Are, Where We Came From, How We Got Here and What We Stand For.

The Family Narrative is the foundation of the Legacy Plan and provides the continuity necessary for each member of the Family's future generations to understand their part in the continuum. That knowledge empowers each member with a unique identity, an anchor to who they are, that provides confidence and certainty in times of strife.

Core Values, another part of a Legacy Plan's foundation is a declaration that defines what the family 'stands for.' In Medieval days,?Core Values were represented by the family's Coat of Arms. An unambiguous statement of what that family stood for.

The Legacy Stories '8 Core Values' exercise starts with a list of over 100 different laudable values. Through a process of prioritization, you discover the eight values that matter the most. Each of those values was learned by observation of a family elder or learned from life experiences.

Legacy Stories has the tools and technology to support Legacy Planners. We also have an encrypted digital vault for clients to archive and privately share their stories with Family and friends. We have training for Wealth Advisors that want to add this valuable service to their skill sets.?Wealth Advisors who complete the training receive the designation as a Chartered Legacy Advisor.

Legacy Stories believes all client families should be able to leverage the benefits of Legacy Planning.?We provide easy to complete Legacy Planning tools and professional memoir services to meet this goal.

Questions? Please schedule a brief zoom call to discuss how legacy planning can add value to your clients -?https://calendly.com/chuck-legacystories/30min

or Click to learn more: https://www.legacystories.com/become-a-chartered-legacy-advocate/ref/dennis/

Thanks,

Dennis Stack, Co-Founder

Living legacy Project

480-760-1924

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