Guiding You to Leave a Legacy That’s About More Than Just Your Money

As an entrepreneur, your legacy may be the most significant issue you think about when it comes to what matters most to you – your family and your work in the world. After you are gone or in the event of your incapacity, your loved ones, family, business partner, clients, vendors, and others will miss you. Your business needs to be able to go on to support them.

You will either leave them with a legacy that is meaningful, easy to manage or cash out, and keep supporting them – or you will leave them with a huge mess to deal with.

Thanks for your interest. I know you have a lot of options when it comes to legal planning. Codispoti Law has been the trusted partner of families and businesses. I look forward to meeting with you. Schedule today!



Once your business entity is incorporated and online with agreements, insurance, intellectual property planned for and protected, and financial systems filling the coffers, it’s time to shift the conversation away from set up to the all-important exit.

It’s not the first time we will have discussed it because business setups are planned for based on your eventual exit plan, whether that is selling the business at a certain point, operating it for income as long as desired, or passing your business upon your death.

We will have an ongoing conversation throughout your life and the life of your business.

We will explore together what can we do today to ensure your business can and will continue to serve you and your clients well whether you are on vacation, taking a health break, or when you pass it on to loved ones after you are gone.

In addition, through Shalini’s legacy process she will ensure you leave your loved ones a tangible expression of your love for them far beyond your money or even your business.

Capturing Your Legacy

Would something from 50 years ago be valuable to you and your family today?

Of course it would.

There’s no more valuable asset than life lessons learned.

Most of these lessons are passed down from one generation to the next only inadvertently, not intentionally or consciously at all.

Imagine the wealth your family would have if lessons could be passed down consciously.

Knowing that the lessons of the past hold a tremendous amount of value to those who can harness those lessons and build on that foundation. Those who have figured that out are the most prosperous and have the easiest and most enjoyable lives.

Because I want this for your family too, I use a proprietary process for ensuring you pass on these most valuable lessons in the most conscious, direct and clear way we know how.

If this interests you, please ask me more about it when you come in to meet with us for your LIFT Your Life And Business Planning Session.