“Bud” Pierce, Partner, Financial House, Centreville, DE

“A very critical need in the wealth management field is gaining a deep understanding of the values, beliefs, and wishes of clients. The Loving Legacy interview process powerfully helps to fill this void, and it does this in a uniquely accelerated, time-saving manner which clients will enjoy. The resulting book is beautiful and insightful without being voluminous.”

Jim Sorom, C.E.O., Shannondell at Valley Forge

“It gave me great satisfaction to create and present my Loving Legacy to my wife, JoAnn, and to each of our two sons, Jason and Josh. It felt wonderful to express in writing how much I love each of them and what our family means to me. How I wish that my parents could have left me something like this!”

JoAnn Sorom, Recipient of a Loving Legacy Gift

“I was touched when my husband, Jim, surprised me by giving me his Loving Legacy. It brought back so many happy personal and family memories from over the years, going back to when we first met. It was a wonderful and loving gift to me and to our two sons, one which each of us will treasure all our lives.”

Borje Wahlstrom, Retired International Consultant

“Creating my Loving Legacy was a wonderful experience, one I would recommend to everyone. Its greatest value to me, however, was that it transferred the essence of who I am to my family in a very loving and attractive book, one that will always be there for them.”

Dr. Winslow Murdoch, M.D., Concierge Physician

“No matter how much we love our families, we frequently don’t fully express our love for them in the normal course of our mutually busy lives. My Loving Legacy was fun to prepare, permitted me to express myself fully and let my family know how much I care for each of them.”

Ray Lynch, Minister of Wellness, Flagstaff, AZ

“I thoroughly enjoyed the process of creating my Loving Legacy, a long-delayed gift to my children and grandchildren which means a great deal to me! It was very gratifying to be able to deeply express my thoughts and feelings to my loved ones, and for this I am most grateful.”