Wills & Estates

Integrative lawyers look at wills and estates as an opportunity for their clients to continue their legacy beyond simply passing down wealth.

One example, the Purposeful Planning Institute, created a framework that is part of a training program for attorneys, financial planners, and trustees.

Purposeful Planning is so revolutionary, I traced them back to George Washington.

John A. Warnick
John A. Warnick is the founder of the Purposeful Planning Institute

Learn More: