In honor of National Estate Planning Month, Keep the Keys: Navigating Mortgages After Death is a free virtual event designed to empower homeowners and their families with essential knowledge about […]
Join us for our monthly event, The Legacy Lounge - A Monthly Gathering for Insightful Conversations on Estate Planning, Family Legacies, and More! This is an engaging evening featuring a […]
Join us at Bar Vegan for The Legacy Table, an intimate dining series! Enjoy great food, cozy vibes, and meaningful conversations about estate planning, family legacies, and more. Connect, learn, […]
Looking to bring an estate and legacy planning event to your organization or community? In addition to our public events, we partner with housing-focused, community development, and mission-aligned organizations to design and deliver customized educational workshops, seminars, and strategic consulting that meet your group’s unique needs.
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