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Description

When we think about leaving a legacy, we should think about what that means holistically. Because a legacy is not just what we pass down financially, but what we model every day through generosity, values, and habits. In this episode, Adam and Ben share client stories and practical examples of how parents and grandparents can invite kids and grandkids into giving, from simple family traditions to more intentional tools, and why those moments often leave a bigger impact than dollars alone.

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.