Defining Legacy Group, LLC
Contact Name
Lisa McCurdy
Business Genre
Short Business Description
Over the years of managing an estate and asset protection planning law practice, Lisa has come to understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family, and this often proves to be a barrier to planning. In response, Lisa founded the Defining Legacy Group, LLC, Legacy on Purpose℠
Long Business Description

To facilitate the important, all too often missed element of wealth building, the Defining Legacy Method℠ is a service designed to help multiple generations of a family prepare for memorializing their legacy. Through a customized process of facilitated, structured discussion around the family’s values and what its members want to accomplish with their money and talents, families bond in deeper ways. Sharing makes families stronger and connects generations in a manner that creates a sense of purpose.

The Defining Legacy Method℠ is more than just an important conversation. It transforms the way a family functions, leading to a common vision and a unique Legacy Roadmap.

Through the Defining Legacy Group, LLC, we recently authored “The Legacy on Purpose℠: A Journal That Celebrates Life,” a journal filled with 59-weeks of liberating exercises and expressions of purpose meant to stimulate thinking, insight, and discussion on your living legacy. The journal is available on Amazon, BarnesandNoble.com, Blurb.com and elsewhere.

Enhance your next family reunion! That’s #LegacyonPurpose !

Business Website Address
http://defininglegacygroup.com
Business Phone Number
202-552-7383
Business Tags
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Business Address
c/oThe Wealth Counselor, LLC, 1325 G Street, NW, Suite 500, Washington, DC
ZIP Code
20005

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