Financial Planning for Families
A Spectrum of Legacies Back
A Spectrum of Legacies

Your legacy can be so much more than a transfer of your assets to your heirs. In A Spectrum of Legacies, learn how to:

 

  • Teach children to be productive, contributing citizens who manage the wealth you leave responsibly.

  • Connect meaning to your money.

  • Tighten family bonds with and among your children.

  • Design a giving plan that reflects your values and makes a difference to the recipients.

  • Communicate your wishes to your financial, legal, and tax advisors.

  • Live your final years in a state of abundance.

 

Author Mark Weber has developed Worksheets and Letters to help you craft a legacy plan that is as unique as you are.

Welcome to A Spectrum of Legacies Website

Welcome to A Spectrum of Legacies Website

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Mark A. Weber

Mark A. Weber has worked his entire career to help families tax efficiently transfer their wealth upon death to their heirs. In his book, A Spectrum of Legacies, he describes how families can prepare their heirs to be responsible stewards of the wealth they will eventually receive. He also provides real-life examples of how readers might use charitable giving to transfer personal values to their children, while concurrently building more cohesive families.

 

Inspired by an encounter with Warren Buffett, Mark created the Omaha Chartered Advisor in Philanthropy Study Group program hosted by the Omaha Community Foundation. Mark has moderated classes of attorneys, accountants, financial planners, and gift planners for over a decade. Nearly 150 professional advisors and charitable gift planners have earned the CAP® designation upon completing the program. Collectively, these advisors have helped facilitate billions of dollars in charitable gifts and bequests. Graduates of the program are changing the estate planning culture and making Omaha a more generous community.

 

At least two colleges have incorporated Weber’s book, A Spectrum of Legacies, into their class curricula. Nonprofit organizations are distributing the book to their donors to encourage charitable giving. Law firms and financial service companies give the book to their clients to introduce them to more holistic planning. Individuals read it for inspiration and in anticipation of meeting with their professional advisory teams. With its many stories based on real individuals and families, you’ll find A Spectrum of Legacies to be an easy yet enlightening read that will inspire you to take action.

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TESTIMONIALS FOR A SPECTRUM OF LEGACIES

A Spectrum of Legacies is a gift to parents who care more deeply about the impact their financial wealth will have on their heirs and communities, than about the preservation of that capital. Mark Weber's gift not only generously provides inspiring stories, helpful worksheets, and sample letters, but helps both wealth creators and their advisors understand how important it is we not settle for the assumptions and limitations of traditional planning. A Spectrum of Legacies will take off the estate and legacy planning blinders we all wear and help us see the bright horizon of possibilities. Those who follow the suggestions Mark offers will find the path to creating meaningful and sustainable legacies.

John A. Warnick, JD
Founder
The Purposeful Planning Institute