a person holding a small bonsai plant isolated

Over the years, I have worked to develop questions that are hopefully both engaging, compelling and that transcend the usual tax and financial discussion.

When it comes to intergenerational planning and leaving a legacy, we ask our clients to join us in a very special conversation focused on them.

Here are some of the questions we ask:

  1. Other than money and tangible assets, what do you want to leave your children and grandchildren?
  2. What do you consider to be your most important accomplishments?
  3. How is the world different because of you?
  4. What lessons do you still want to teach others?
  5. What knowledge or wisdom do you still have to share? With whom do you want to share it?
  6. What do you want people to say after you leave a room?
  7. What do you want to family to say when you are gone from this earth?

If you are interested in creating a legacy that includes and transcends the technical, then your Resonate team is excited to share a conversation with you.

Barbara A. Culver
CFP®, ChFC®, CLU, AEP®
Resonate, Inc.
(513) 605-2500