Six Steps to Legacy Planning for the Generations - NEW!

Estate planning doesn’t have to feel intimidating or impersonal. In this practical class, you’ll learn how generational planning helps individuals share more than money, your wishes, stories, and values—so the next generation has clarity and direction. You’ll see what happens when a legacy isn’t planned, how to plan for sudden incapacity, and how to successfully transfer both tangible and intangible wealth. You’ll leave with a simple six-step process and a clear next step you can take immediately. You don’t need to be wealthy to benefit; you need to be clear. Whether you’re 45 or 75, this framework helps you align paperwork, people, and purpose.

Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Business and Family Advisors, LLC is independent of Parkland Securities, LLC and SPC