A Spectrum of Legacies contains forms designed to assist you in creating your own legacy. To get started, simply click on a form below to download. You can also access a folder containing all the individual forms, pdf | doc .
Worksheets For You And Your Advisors
Letters To Your Children
Letters To Others
TESTIMONIALS FOR A SPECTRUM OF LEGACIES
A Spectrum of Legacies provides a practical guide to the critical, and often missing, piece in wealth management and estate planning: a focus on meaning and values. Mark Weber’s book is a practical and powerful guide with real world examples and compelling stories. It will make an important addition to the library of any planner or advisor.
Russell N. James III, JD, PhD, CFP®
Director of Graduate Studies in Charitable Planning
Texas Tech University