What We Do

Heritage Planning

At JJ Burns, we take care of the whole family. Through our heritage planning, we make your loved ones part of our process.

We understand that you want to bequeath more than just money to future generations. You also want to pass on your values, traditions, and sense of responsibility. Our heritage planning is designed to teach your loved ones how to protect the family’s wealth and steward its legacy.

We believe that families who devote time and effort to understanding and defining their financial heritage will sustain their wealth for generations.

Putting Family First

Our heritage planning is designed to teach your loved ones how to protect the family’s wealth and steward its legacy.

Through heritage planning, we ensure that your family members are prepared to receive their inheritance. We mentor and train your loved ones in money management, leadership, and other key skills. We also encourage communication across all generations, so your family is united in its mission and goals.

The Heritage Planning “Curriculum”

  • Family history. Your family history—how you grew up, the challenges you’ve faced, where your wealth came from, the principles that have guided you—sets the foundation for your heritage plan. These stories help your loved ones understand and internalize your values.
  • Financial education. We help your family members develop good financial habits at any age. We teach your children and heirs the basics of saving, budgeting, borrowing, and investing. We also help guide them through major life transitions, such as going to college, getting married, or starting their first job.
  • Philanthropy. We develop a focused charitable giving plan, taking each family member’s interests into consideration. We encourage the entire family to work together and follow through, so your children see the impact of their donations.