Legacy Planning(c), A Resource Library
Most people don’t plan to leave behind regrets. But regret has a way of sneaking in—not because we didn’t care, but because we were too busy chasing what the world told us mattered.
At Legacy Planning, we believe your life is more than a balance sheet or family governance documents. Your true legacy lives in the people you impact, the values you live into, and the moments that become stories. Our mission is simple but profound: help you cross regret off your list by designing a holistic legacy—one that aligns your wealth, wisdom, and values.
Born from the insight that estate and financial planning only scratches the surface, our practice was founded to go deeper in 2014. We’re not just coaches. We’re partners in your transformation—blending strategic advisory with personal reflection to ensure every area of your legacy is lived on purpose, not left to chance.
Whether you’re an entrepreneur, a family steward seeking harmony, or someone standing at a crossroads, book your session.
Why We Are Here In Our Legacy with Rob Levine, Esq.
Swiss Secrets of Legacy with Ben Ulrich, Dan Kertesz & Maxim Jardai
You Don't Have To Be Rambo For Your Legacy with Simon Holzapfel
Wealth with Purpose: Designing a Legacy with Peter Mu
Cultivating a Legacy of Beauty, Meaning & Joy with Laing Rikkers
Beyond Words: Maria Gallucci on Communication and Legacy
Getting Your Legacy Into Alignment with Kathleen Quinn
Can a Nonprofit Serve Your Legacy? with Christian LeFer
Investments with Purpose: Designing Legacy with David Hrizak
How Your Luxury Handbag Can End Human Trafficking with Jared Lilje
Your Legacy Outcome with Kevon Saber, Mergers & Acquisitions
The Blind Kitchen: Cooking Up Legacy with Debra Erickson
Voices Of "Rising Gen" Legacies with Jay Hughes Jr., Esq.
Hiding No More For His Legacy with John Kippen, Magician
The Keys to Building a Family Legacy with Richard Orlando, PhD
Design A Legacy That Goes Beyond Luxury Travel with Chris Hill
From Dartmouth to Addiction to Legacy with Kenneth Miller
The Connected Gentlemen's Guide to Legacy with Owen Marcus
From Loss to Legacy: A Widow's Journey with Michelle Hensley
When The Founder Becomes God with Chris Koenemann
The Laws of Physics for your Legacy with Jay Hughes Jr., Esq.
Reclaiming Connection: Owen Marcus on Designing Your Legacy
The Story of Hikari Senju’s Legacy Blueprint: Bettering Humanity
Wayfinding Through Faith & Tech: Ben Johnson's Journey to Legacy
Reverse Mortgages Preserving Your Legacy with Kevin Guttman
Love, Legacy & Dating: Elite Matchmaking with Tammi Pickle
Former Mayor Pro Tem Talks Legacy Planning with Chad Cooper
Beyond Wealth: Building a Legacy of Well-Being with Meir Statman
Strategies for a Generational Legacy with Jake Morrill & Jonathan Scoonover
Legacy Thru Life Settlements From Your Insurance Policy with Rob Haynie