Attend this complimentary Lunch and Learn and you will learn:

• How generation planning is replacing traditional, stuffy estate planning
• What happens when a legacy isn’t planned
• A tale of two families: James Gandolfini and Randy Pausch
• How legacy planning can be a meaningful, and even a fun process
• How to plan for sudden incapacity
• The importance of expressing your wishes and conveying your values
• How to successful transfer your wealth, tangible and intangible
• A six-step process to start leaving your mark on the next generation