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Flying over obstacles: This is what trust is all about. BUILDING A FAMILY LEGACY TAKES A LIFETIME. MAINTAINING IT OVER GENERATIONS TAKES OUR KIND OF EXPERTISE. Experience tells us that perpetuating
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Start by clearly defining what a family legacy means to you and your family.
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The website provides guidance on how to create and maintain a family legacy, focusing on values, traditions, and wealth transfer across generations.
Individuals or families looking to establish a structured approach to their family legacy, including wealth management and heirloom preservation, are encouraged to file.
To fill out the form, individuals should compile their family history, values, assets, and intentions for future generations. Detailed instructions are usually provided on the site.
The purpose is to guide families in documenting their legacies, ensuring that values, stories, and assets are preserved and effectively communicated to future generations.
Information typically includes family history, key values, financial assets, important documents, and any wishes regarding the distribution of wealth and responsibilities.
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