Blog // Category Archives: family legacy

Sunsetting over a highway focusing into the mountains

Sunsetting a Foundation – Impact

November 15, 2023 | Blog

Second in a series on sunsetting a foundation. There are ripple effects to winding down a foundation; in this installment we explore the impact on NextGen leadership.

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Adult holding a toddler's hand. Family legacy

Is a Legacy Plan only for People with Kids?

May 14, 2019 | Blog

Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.

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