Your Legacy Message ™ can be a recorded message, a compilation of photo albums, and/or a framed document. They can be elaborate with scripts and sets or simple recordings of your voice. They are archived using a variety of formats and organizations for protection, long-term preservation, and future distri.bution. Contact us to learn more about how we craft and deliver your Legacy Message. ™
Each Legacy Message ™ project is unique. Our goal is to complete your project in a timely manner and within a contracted budget. There are many ways to craft your Legacy Message ™ , We will work with you to encourage the completion of your project in accordance with your goals and budget.
Senior Legacy Consultant
Bill is dedicated to helping clients achieve their legacy goals through efficient and effective estate plans. He understands that there is more to your goals and legacy than just money.
Since 1998, he has worked for a variety of firms in the financial services industry. He has known too many talented and caring people whose estate plans were a mess and who did not provide adequate instruction to executors, trustees, guardians, and beneficiaries.
He has lost too many that he has cared about while they were young, losing and missing their advice and wisdom. We know that we are mortal and so we must plan for the day when we take a last few breaths.
He lives in Lebanon, Ohio with his wife, Beckie (Miami Merger) and together they have two children. "
Senior Legacy Message Production Consultant
Sharon is an experienced storyteller who specializes in the crafting of your Legacy Message. After more than 25 years experience, her curiosity still isn't satisfied and she loves to hear your stories and work with you to preserve and share them. Using words, pictures, video and more, Sharon will help you create a legacy message that complements your purpose and your personality.
Sharon has told stories on everything from family legends to the complexity of school funding in Ohio! Her interview experience will put you at ease and help you create your "Message for a Lifetime" that will inspire future generations.