Weekly Legacy Planning Tips 1/8/2024

Weekly Legacy Planning Tips

January 08, 2024

Trivia Question❓

In what year was the concept of "Legacy Planning" first introduced?

Answer at the bottom of the newsletter

Tip of the Week

Ensure that your legacy plan includes clear instructions on how to access and manage your digital assets, including passwords for online accounts, social media profiles, and important documents stored digitally.

Quote of the Week

"Legacy is not leaving something for people, it's leaving something IN people." - Peter Strople

Interesting Facts

  • Legacy planning encompasses more than just financial matters. While many people associate legacy planning with the distribution of assets and estate planning, it also involves passing down values, wisdom, and life lessons to future generations. It's about creating a meaningful impact that extends beyond material wealth.


  • Legacy planning can include charitable giving and philanthropic endeavors. Many individuals consider leaving a lasting legacy by donating to causes or organizations that are important to them. By incorporating charitable giving into their legacy plan, they can contribute to the betterment of society and make a positive difference even after they are gone.


  • Legacy planning can promote family unity and communication. Legacy planning often involves open discussions and dialogues among family members about their values, goals, and aspirations. It provides an opportunity for families to come together, understand each other's perspectives, and foster stronger relationships. This process can help avoid potential conflicts and ensure that everyone's wishes and desires are considered and respected.


You Deserve a Laugh

Why did the tomato go to a legacy planning workshop?

Because it wanted to ketchup on its inheritance!

You Are Invited!

Stan Miller is a nationally recognized estate planning attorney, a #1 Amazon best-selling author, the co-host of the Your Life Your Legacy podcast, and one of the cofounders of Wealth Counsel, the largest estate planning software program used by estate attorneys.

Join us live and discover:


The questions you should be asking older generation family members.

The conversations you should be having before it's too late.

And a whole lot more!


Join us Grow, Preserve, and Protect your Legacy!


Date: January 18th, 2024

Time: 12-1PM Eastern time

Place: Zoom

Register HERE

💡 Answer to Trivia Question:

The concept of Legacy Planning was first introduced in 1984.