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1. Intro
2. Benefit from a Proven Process
3. Control as Much as 95% of Your Wealth
4. Move From Success to Significance
5. Integrate Advanced and Proprietary Tools
6. Assemble a Highly Skilled Planning Team
7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools
8. Take Advantage of One-stop Access
9. Easily Re-optimize the Plan in response to...
10. Access Seven Levels of Service
11. Progress thru Phases at Your Pace
12. Timing of Deliverables
13. Planning Process
14. Value Showcased in Sample Deliverables
15. Family Wealth Statement
16. Financial Checkup
17. Value Proposition Letter
18. Value Proposition Letter Example
19. Planning Process: Consider 50+ Objectives
20. Planning Process: Consider 200+ Tools
21. Tactical Plan
22. Executive Summary Plan
23. Comprehensive Plan
24. Case Study: Before and After
25. Gap Between Current and Desired Results
26. Current Plan Flowchart
27. Proposed Plan Flowchart
28. Fully-integrated Cash Flow Summaries
29. Next Steps
30. Prepare a Value Proposition Letter
31. Engage LR Planners
32. Review the Benefits
33. Contact Us
34. Our Mission

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15. Family Wealth Statement

Includes insights from The Legacy Interview and Questionnaires
Clarifies family vision, mission, values and goals
Documents preferences for transferring wealth to heirs
Establishes charitable giving intentions
Guides advisors

We seek to clarify your goals and current financial situation. If you are already clear about your objectives and goals, we can simply prepare a Value Proposition Letter (Q.Tour 17). If you and your spouse or family members have not yet clarified your goals, then more time may be required. For this purpose we have developed the Discovery Dialogue and Legacy Interview. These services conclude with the formulation of the Family Wealth Statement. In addition to identifying the source of your wealth and your values, this exercise helps you move toward consensus on complex issues. We can help you develop answers to key questions, such as the following:

Do you know when and how your children should receive wealth that you want to transfer to them?
What portion of your tax money would you rather redirect to your family foundation if this will not reduce wealth available for your family?
Do you have a plan for funding your favorite charities through your family foundation?

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Legacy Resources, LLC is an Illinois Registered Investment Advisor