legacy
Legacy Series: Avoiding Common Mistakes When Transferring Wealth
An interview with Vance Wealth Vice President, Jerrod Ferguson Q: What are some common mistakes high-net-worth families make when transferring wealth to the next generation? Passing on a legacy isnāt easy, and there are three common mistakes we often seeāmistakes that can be avoided with the right guidance and planning. 1. Not Having a Plan…
Read MoreHow To Define A Legacy
OUR APPROACH TO GENERATIONAL PROSPERITY We know you work hard to build a legacy that extends beyond yourself. Executed with intention, your financial plan forges a path to something greater ā a better life for your family, security for the next generation, lasting support for a meaningful cause. When approached with the right plan, generational…
Read MoreCreating a Legacy: Achieve More through Purposeful Planning
Legacy planning is about more than passing on wealth to the next generation. At Vance Wealth, itās also about passing on the stories, lessons and values that allowed you to accumulate your wealth in the first place.Ā āThatās how you build a legacy to last,ā explained John Vance, President of Vance Wealth. āIn fact, many…
Read MoreBuild a Lasting Legacy – 5 Steps To Planning Your Legacy With Purpose & Intention
Build a Lasting Legacy 5 Steps To Planning Your Legacy With Purpose & Intention Every day, we spend our time and energy trying to get from where we are to where we want to be. Each morning routine, every check off that to-do list ā it all adds up to the legacy we hope to one day leave…
Read MoreLegacy Series: Choosing A Trusted Contact
Legacy Planning is about more than passing on wealth to the next generation. Choosing A Trusted Contact With Support From The Vance Wealth Team What’s a Trusted Contact? A trusted contact is an individual youāve authorized your financial firm to contact in specific circumstances, such as: 1. Your firm has been unable to reach you…
Read More5 Ways To Build A Meaningful Career Legacy
Legacy is about muchĀ moreĀ than a dollar amount. After youāve poured your heart and soul into a business, it represents a significant part of your lifeās work. Not only do you want it to thrive after youāre gone, but you also want to know that your impactĀ made a differenceĀ ā to you, your staff, your clients, and…
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