Resources

Check out all of our resources on estate planning, financial advice, real-world case studies, and more.

Blogs

Peculiar People – By Jerry Black

Virtues or Values – By Jerry Black

An Advisor’s Value can Increase as the Value of Your Account Decreases – By Peter Geckeler

The Dot or the Line – by Peter Geckeler

Is “This” a Great Investment? By Chris Cushman

It’s Not Fair – By Jerry Black

To Whom Much Is Given – By Jerry Black

Everything Effects Everything Else – By Chris Cushman

Steady Plodding Brings Prosperity – By Jerry Black

Case Studies

Business Transition Planning:
Meet Fred Sigman

Wealth Transfer:
Meet the Johnsons

Multi-Generational Wealth Planning:
Meet Teresa

Financial Planning:
Meet the Sheltons

Tax Planning:
Meet the Martins

Philanthropic Planning:
Meet the Becks

Retirement and Life Planning:
Meet the Winfields

Special Circumstances:
Meet Beth Mosley

Investment Management:
Meet the Smiths

Access The Word on Stewardship Flip book

Access The Word on Stewardship Flip book

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No matter where you’re at in your financial journey, we want to help. Schedule a conversation with Legacy Planning Advisors to determine how we can best help you in your financial situation.

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