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Community Corner

Legacy Wealth Planning Seminar

David Purcell, Neighbor

THE BEST THINGS IN LIFE AREN'T THINGS. We couldn't agree more.


In this revealing seminar, we will show how traditional estate planning has been failing American families. The aftermath of these "bare bones" estate plans has been the loss of assets, financial devastation and resentment within even the closest of families.


Legacy Wealth Planning on the other hand, helps you examine not only your financial and non-financial goals and concerns but also the values and legacy you wish to leave behind. With a customized Legacy Wealth Plan, you can minimize the emotional impact on your family, retain valuable assets, and ensure that your legacy lives on through those you love and future generations.

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We will discuss how Legacy Wealth Planning ensures that you can:



  • PRESERVE your legacy, values, family heirlooms for future generations!

  • PROTECT your child's inheritance in case of their own divorce!

  • SAFEGUARD your estate for your kids if your surviving spouse remarries.

  • PREVENT the loss of your home or life savings due to a long nursing home stay.

  • AVOID probate delays and expenses!

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