What We Do   >   Legacy Planning

Wealth Is More Than Money

Leave behind your legacy

Our clients know without our telling them that when wealth passes to younger generations who don’t have the values that allowed that wealth to be created, the result is almost always destructive. But that outcome can be avoided. There are strategies the senior generation can implement that can actually help instill important core values in younger generation family members. We can help develop those strategies.

What Values Do You Want to Pass to the Next Generation?

This isn’t a complete list, but these are the virtues our clients most frequently tell us are important to them.

  • Compassion
  • Determination
  • Education
  • Excellence
  • Faith
  • Generosity
  • Financial Responsibility
  • Gratitude
  • Honesty
  • Humility
  • Integrity
  • Love
  • Loyalty
  • Moderation
  • Perseverance
  • Travel
  • Work ethic
  • Self-Discipline

The Solutions

We assist our clients in passing on the values that are important to them through the use of several tools and strategies:

  • The Legacy of Virtue Workshop
  • Priceless Conversations Audio Recordings
  • Written Family History
  • Family Mission Statements
  • Discretionary Trusts with Enhanced Guidance to Trustees
  • Incentive Trusts
  • Mediated Family Retreats
  • Wisdom Literature
  • Family Charitable Foundations
  • Donor Advised Funds
  • Tangible Personal Property Strategies

The Legacy Of Virtue Workshop

In this three-hour workshop, the workshop leader works with participants to clarify the values that are important to them and to identify and preserve the source material in family history and tradition that can be useful in shaping a compelling story that will be engaging to younger generation family members. In the workshop, participants also explore a variety of strategies that can be used to effectively install those values in younger generations in a permanent and lasting way. The workshop is offered to groups of 30 or more upon request. If you are interested in scheduling a workshop, please contact us.

Book: Legacy of Virtue

Powerful Strategies that Instill Lasting Values for Generations

Stan and his wife Patrice are working on this book jointly. In this book, they will describe a process that will give families a roadmap to identify and clarify the values that are important to them—things like integrity, faith and work ethic—and then transfer those values to younger generation family members in ways that are interesting and compelling. This book is intended to be a practical handbook that will stimulate dialogue between generations and culminate in a real action plan within families. Stan & Patrice are testing these ideas in a series of workshops they are offering over the Summer with the intention of having the book published by early Fall of 2015.

Priceless Conversations

A Priceless Conversation is the perfect tool to preserve a brief but deeply meaningful conversation about the stories and life experiences that are unique and personal to you. It allows you to share the stories and life-wisdom that most define who you really are and what you most want to convey to those you love.

Each of the 30 or so different Priceless Conversations comes with a questions booklet, a CD individualized with your name in a black leatherette CD case. All of this is packaged in a handsome black box and beautifully wrapped with an elastic gold ribbon. They make ideal gifts.

To hear the inspiration for the creation of Priceless Conversations, and to get a sense of their impact, please listen to “So Nice to Hear Your Voice.” Click below to hear how to turn a simple chat into a touching and lasting treasure.

Click below to hear how to turn a simple chat into a touching and lasting treasure. Using a handful of interesting questions and digital recorder, we help you share and save the lessons and experiences of your life. Hearing is believing!


If you are interested in creating a Priceless Conversation, just contact us and we’ll arrange it.

Our Connections

ILP + The Book


It is possible to protect yourself, your family and your business or professional practice from the real threats that keep you up at night.  The law provides more and better solutions than ever before in history. In this book, Stan explains in clear, understandable language how these powerful solutions can be deployed to protect what you have earned and built.

Available Early Summer 2015

ILP + The Webinar


In this hour-long webinar, Stan explains how to avoid probate and protect your heirs with a revocable living trust. You will learn how to protect your loved ones what many consider to be an expensive, lengthy, and unnecessary court process. You will also learn what a living trust is and why having a living trust will protect your children, grandchildren and other heirs.

Available Now

The Roadmap

The Roadmap to Total Protection will guide you to complete protection and peace of mind in a simple 3 step process.

“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”

– Jim Rohn

Find out if we’re a match

Schedule a meeting to learn about the many ways we can help you.