Your Memorial Should Be More Than Just Money!

One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so many stories of family members who keep voicemails and answering machine messages for years after a loved one dies. There is something so comforting about hearing the voice again of someone you love and miss.

Wouldn’t it be wonderful if you were able to leave something like this behind – not a voicemail or message that could easily be lost, but a full recording of the hopes and dreams you have for your children and grandchildren, your own history and life lessons you feel are too important to die with you.

You may have even been intending to do this for some time, and have never gotten around to it. You may have written a letter and stuck it away under the impression that the right people would find it at the right time. Unfortunately, this does not always happen – and your words are too precious to leave to chance.

We make this possible as part of your legacy planning process, helping you capture and pass on more than just your assets, but also your own story and your aspirations for your loved ones through a special recording we produce for each of our clients. It’s a gift your family will cherish forever!

Think about how much you would love to have a recording from your grandparents or parents who are no longer here, and what that would mean to your children as well. Your lasting legacy should be much more than just money; it should also be those valuable intangibles that reveal who you are through your insights, values and experience. It’s a gift your family will cherish forever, and we are honored to be able to provide it for our clients.

Call our office at (407) 574-8125 to schedule a time for us to sit down and talk about a Family Wealth Planning Session, where we can identify the best ways for you to ensure your legacy of love and financial security for your family.