Your legacy is not just a bank account or a few stock certificates. It encompasses all the experiences that your family holds dear. A true legacy is a combination of emotional and financial elements, placing the family photo album right alongside the family assets.

We know that starting a meaningful discussion about your family legacy can be difficult – but you don’t have to begin on your own. We are pleased to provide this guide to you and your family to use in planning the passing of values, assets and wealth between generations.