Our Thought Leadership
Explore our topics and key contributors
Honoring Your Unique Journey
Chad Terry, CEO at Legacy Financial Group, discusses what truly sets Legacy apart from other firms: our dedication to honoring your unique story and the singular journey you will need to take on the path towards your legacy.
Who Should Inherit Your Wealth? Guiding Mid-Level Managers on Charitable Giving, Estate Planning, and Family Harmony
As a financial advisor, I have witnessed the anxieties that surface when contemplating the question: "Who should inherit your wealth?" While this is undoubtedly a deeply personal decision, it is vital that you explore various avenues to ensure your assets are distributed…