Plan a Financial Legacy…
Without Losing Time With Those You’re Planning it For
Focus your attention on your family and your business with the confidence of a plan to create a financial legacy for your kids and grandkids. Because you’re not building a nest egg – you’re building a lineage.
Wealth isn’t about indulgence - it’s about ensuring your kids and grandkids start life two steps ahead, not two steps behind. It’s about passing down wisdom and resources, so the family tree grows stronger with every generation.
Create a Lasting Legacy
Most people think legacy planning is about documents, taxes, and who gets what asset.
But here’s the truth most families never hear:
Wealth is rarely lost because of money. It’s lost because the next generation wasn’t prepared to receive it.
A trust can protect dollars. But only intentional planning protects the family.
The Statistics are Clear
70% of inherited wealth disappears by the second generation[i].
90% is gone by the third generation[ii].
The IRS collects billions each year in estate and transfer taxes - money families didn’t know how to protect[iii].
Roughly half of all money inherited is saved – the other half is spent or lost investing[iv].
[i] https://www.lrmmt.com/family-wealth-preservation-reverse-the-third-generation-curse/
[ii] https://www.lrmmt.com/family-wealth-preservation-reverse-the-third-generation-curse/
[iii] https://usafacts.org/articles/what-does-it-cost-the-irs-to-collect-taxes/
[iv] https://link.springer.com/article/10.1007/s10834-012-9299-y
Hopes and Dreams Can Become a Nightmare Scenario
Children inheriting a large sum… and blowing it within five years.
Siblings fighting over “who gets what.”
Grandkids missing opportunities because no structure was created to support them.
Forced sales of family property or business assets to pay taxes or settle disputes.
Parents needing financial support - jeopardizing your own retirement.
A Better Way
Most families build their plans around money.
But the families who sustain wealth across generations build their plans around people.
A better approach to legacy planning protects the balance sheet and the relationships that hold it together. It prepares heirs for responsibility instead of surprising them with it. It minimizes taxes, prevents conflict, clarifies expectations, and ensures that each generation has the knowledge, structure, and support to steward what they inherit.
A strong multi-generational plan should:
Build financial confidence in kids and grandkids.
Keep more wealth in the family and less in the hands of the IRS.
Prevent disputes before they start.
Clarify roles, responsibilities, and expectations.
Support both aging parents and rising heirs.
Provide education, structure, and guardrails for inheritances.
Create a roadmap that compounds opportunity across generations.
This isn’t traditional estate planning.
It’s a proactive, people-centered approach that helps wealth grow in the hands of those who receive it - not disappear because they weren’t prepared.
How Elevate Planning Builds Legacies
We don’t just work with you.
We work with your entire ecosystem: your parents, your children, your heirs, your business, and your long-term vision.
We focus on 13 areas of legacy planning:
1. Multi-Generational Vision.
2. Tax Efficiency.
3. Trusts & Entities - Without the Legal Maze.
4. Family Business Succession.
5. Income Planning Across Generations.
6. Investment Policy Statement (IPS).
7. Liquidity & Cash Flow Management.
8. Philanthropic Strategy.
9. Education & Heir Readiness.
10. Risk Management.
11. Document Coordination.
12. Professional Team Coordination.
13. Family Governance & Values.
Your Legacy Should Stand for Generations
Most families hope their wealth will last.
Family Stewards build the plan that makes it inevitable.
Is today the wrong day to start building a legacy that outlives you?
A Personal Note From Leesa
Sam Walton said the best way to transfer wealth is to pass it on before it’s worth anything. Sam was right. But I believe there’s a bigger meaning of wealth that isn’t about money, or stocks, or dividends. When Lindsey, my daughter, was in the 6th grade, I started passing my legacy to her. It was a mindset of building wealth that would outlive me and serve her children’s children. We want to help others pass on a lasting legacy.