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  • A Different Approach to Planning
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  • Preserving Family Farms
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  • Questions for Your Attorney
  • More than Probate and Taxes
  • Deficit Reduction Act
  • FLPs - Double Edged Sword (Part 1)
  • FLPs - Double Edged Sword (Part 2)
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  • What is My Estate?
  • Wills vs Trusts
  • The Wealth Reception Era
  • The GST Tax
  • Living Trust as the Enemy?
• Technical Topics
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  • Stretch Your Retirement Savings
  • Life Insurance is Taxable
  • Your Very Own Charity
• Wealth Reception Planning
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  • The Ultimate Gift
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Your Legacy

What is the difference between your estate plan and legacy planning? Andrew C. Sigerson, the founding member of Legacy Design Strategies, LLC is a graduate of Sunbridge, a national organization formed to advance the concept of Legacy planning—planning so that your True Wealth will be received by those who you care about.

Your estate is just one aspect—and not the most important one!—of your broader, true wealth. Recent studies show that a complete legacy is (1) passing on family values, beliefs, stories and heritage; (2) transferring important heirlooms and keepsakes that have personal or emotional significance; (3) assuring that your final wishes are carried out; and finally (4) passing on your estate. These four legacy pillars are what we now call Wealth Reception Planning, assuring that your True Wealth will be received.

How will you be remembered? For your money? Or for the more meaningful, permanent “true wealth” you pass along?

Red Stevens made a lot of money. A LOT of money. He made some serious mistakes raising his family. But with thoughtful estate planning, he’s going to try one more time to make a real difference for at least one of his heirs … and change the world in the process.

We recommend The Ultimate Gift book and the movie.

We help clients each day plan to transfer not only material wealth, but also wisdom and values—the “True Wealth” that is being forgotten by many estate planning professionals.

You can make a difference, and (unlike Red Stevens) you can start transferring the True Wealth while you’re still living through our Wealth Reception Planning™ process.