Helping Clients Define a Legacy of Values

How do middle-age and older adults currently define “leaving a legacy”?  This was the central question of a recent study that examined the attitudes, hopes, and concerns of baby boomers and their elders (Allianz American Legacies Pulse Survey, 2012).

A key finding was that these two generations view legacies as being much more than wealth.  In fact, . . . → Read More: Helping Clients Define a Legacy of Values