Legacy Planning at Everspire

Most of our clients want their wealth to endure and have a positive influence beyond their lifetime. In this clip our Risk Consultant, Rick Holt, describes how thoughtful legacy planning can create intergenerational links and family strength even long after a client has passed away. Rick shares a personal example of a grandmother who uses a trust to communicate love to a grandson and granddaughter on their birthdays. See our disclosures (Form CRS, Business Continuity, and Privacy Policy) and learn more at https://everspire.com/.