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WHAT YOUR ESTATE PLAN IS (PROBABLY) MISSING

“When you organize your will, trust and other legal documents, don’t forget about your memories, values, traditions and beliefs.”

— LAURA A. ROSER, FOUNDER AND CEO OF PARAGON ROAD

Estate planning traditionally focuses on your financial assets. But when you think about what matters most, is it your car, home, or bank account?

Of course not.

It’s your family, meaningful relationships, stories, health, beliefs, and experiences. Yet, these important parts of yourself are often lost simply because most people don’t have a structure to pass along what matters most.

That’s where Paragon Road comes in.

YOUR MOST IMPORTANT ASSETS

Your assets can be broken into three categories: 1) Intellectual Assets, 2) Character Assets, and 3) Financial Assets.

Financial assets are passed along through proper structuring—such as a trust, or a foundation. These structures range from the simple to the complex depending on your affluence and asset protection or tax planning goals. Rarely are your character and intellectual assets taken into account.

Intellectual Assets

Your business systems, alliances, ideas, skills, traditions, and wisdom.

Character Assets

Your meaningful relationships, family, values, health, spirituality, heritage, purpose, talents, and plans for giving.

Financial Assets

Physical wealth, investments, possessions.

We specialize in helping you pass on your character and intellectual assets. Just as you have an estate plan to pass on financial assets, we offer a structure called a Meaning Legacy™ plan to pass on non-financial assets.

5 STEPS TO AN EXCELLENT LEGACY

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Praise for Legacy Arts:

  • People like the focus on family and values...
    I have had many compliments on this article. People like the focus on family values and not financial focus. Congratulations on your fine writing and editing.
    – Larry Mendelson, Chairman and CEO of Heico (NYSE: HEI and HEI.A)
  • I am humbled by your article.
    I am humbled by your article and thankful that you took the time and effort to share… It is also a reminder to ourselves that words are just that, words. Articles in this case or just self-reflecting is a great way to keep ourselves honest and are we living what we believe. Thanks for the opportunity to remind myself.
    – Brian Happel, BBVA Compass, Fort Worth Market CEO
  • A brilliant article...
    A brilliant article, beautifully laid out, which made an instant impact, so well done.
    – Ian Brennan, Sculptor of the Most Nobel Order, Heraldry Sculptor for Windsor Castle
  • The experience was very helpful to me personally...
    I really enjoyed speaking with you - the experience was very helpful to me personally, as I can't say I have ever taken the time to reflect on what's important to me in such a purposeful way.
    – Zhenya Abbruzzese, Medical Innovator and Founder of Enigma Health
  • Well written!
    – Bracken Darrell, CEO of Logitech
  • It's an absolute pleasure working with you.
    Thank you, Laura. It's an absolute pleasure working with you.
    – Gail McGovern, CEO of American Red Cross

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