Why Trusts and Wills Aren’t Enough: The Power of a Family Legacy Review
Wealth isn’t just built—it’s sustained.
And sustaining wealth takes more than a solid investment portfolio or updated estate documents. It requires communication, shared values, and intentional structure. These elements are often overlooked in traditional estate planning, and I’ve seen the consequences firsthand.
Too many people believe that simply having a will or updating their beneficiary designations is enough to protect their legacy. But let me be clear: it’s not.
I’ve worked with families where children inherited significant wealth, but lacked the financial education or guidance to manage it responsibly. Within just a few years, those hard-earned assets were gone. Not because of malice or bad intentions, but because no one ever took the time to walk them through the purpose of that wealth—or the responsibility that comes with it.
This is not the outcome you want after spending a lifetime building assets. You want to ensure that what you’ve built supports the people you love, the causes you believe in, and the legacy you envision. That kind of outcome doesn’t happen by default—it happens by design.
That’s why we offer what we call a Family Legacy Review.
A Family Legacy Review goes beyond the technical tools like trusts and wills. It opens the door to meaningful conversations about values, intentions, and multigenerational planning. We look at:
- Whether your heirs are prepared to manage what they’ll inherit
- How aligned your estate plan is with your actual wishes
- Whether your charitable goals are clearly and sustainably structured
- And most importantly, whether your legacy plan reflects more than just numbers on paper
If you’ve ever wondered whether your current estate documents truly capture your legacy, or if your family is prepared to carry that legacy forward, it might be time for a Family Legacy Review.
This is the work I do every day for clients—helping them move beyond transactions and into transformation.
If you’d like to talk about your own legacy and how to protect it, I’d be honored to help.
Investment advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory), a registered investment advisor. Osaic Advisory is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Advisory.