Helping Clients Leave a Legacy, Not Just an Interitance

//Helping Clients Leave a Legacy, Not Just an Interitance

Helping Clients Leave a Legacy, Not Just an Interitance

The WealthCounsel Quarterly for the 1st Quarter of 2017 contains an article written by Heinz Brisske. The title of the article is Helping Clients Leave a Legacy . . . Not Just an Inheritance, and describes a planning philosophy that’s not just about transferring physical wealth at death. The intergenerational family planning model discussed in the article goes far beyond the mere drafting of a set of estate planning documents.

Heinz has been a frequent speaker and lecturer for WealthCounsel, and has written for other WealthCounsel publications. WealthCounsel is a national association of estate planning attorneys, of which Heinz has been a member since 2006.