For you. For them.
When I talk with people about creating a legacy, what often comes to mind is death and taxes. Creating a legacy is not about either of these things. It is taking the stories that are part of you and your family and preserving them for future generations. Sharing these stories is a great gift for those you may some day leave behind and it adds to the tools of developing the human capital in the family.
It helps you transfer your values and not just your money. And while we are at it we will work with your estate planning attorney to make sure you have clear plans to avoid being a burden on your loved ones.