E-Book

Legacy Planning eBook

Looking Past Inheritance To Something Greater

Most Valuable: Leave a Legacy, Not an Inheritance examines what families pass down beyond assets. Drawing on real experiences, David Chaney examines how everyday decisions influence connection, responsibility, and family stability over time.

Rather than offering theory, Chaney’s eBook reflects on lived outcomes and lessons learned, offering perspective for families who want to think more carefully about the legacy they leave.

Gain expert insights to enhance your business strategy.

Implement actionable strategies for sustainable growth.

Protect your wealth with proven financial techniques.

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If you’re thinking about legacy, succession, or long-term integrated wealth planning, we’re here to listen and help you think through what comes next.

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Advisory services offered through Legacy & Succession, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Legacy & Succession is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at , using SEC # #801-135134. Legacy & Succession does not offer or provide legal advice. Please consult your attorney for such services.