Entrusted: The Disconnect Between Planning and Purpose

An Introduction to Legacy

October 28th, 2020

Please join Integrity Financial’s CEO Lockwood Holmes and Principal Kristofer Gray as they discuss modern estate planning, its flaws, and the timeless principles that inform legacy.
York, David R. & Howell, Andrew L. (2015), Entrusted. Utah: YH Publishing, LLC

 

We value our relationship with you and your family and welcome the opportunity to discuss further.  Please take a few minutes to listen and don’t hesitate to reach out if we can be of additional assistance.

 

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