Weekly Legacy Planning Tips 2/19/2024

Weekly Legacy Planning Tips

February 19, 2024

newsletter-title

Your Life, Your Legacy

Trivia Question❓

What famous actress famously left her entire estate to her beloved pet dog in her will, sparking national debate about the ethics of legacy planning for pets?

Answer at the bottom of the newsletter

"Legacy is not leaving something for people. It's leaving something in people." - Peter Strople

Tip Of The Week

  • Legacy planning can involve more than just financial assets; it can also include passing down values, memories, and family stories to future generations.


  • Legacy planning can help reduce estate taxes and ensure that assets are distributed according to your wishes.


  • Legacy planning can involve setting up charitable donations or foundations to leave a lasting impact on society.


Why did the legacy planner bring a ladder to the meeting?

To help clients reach their financial goals!

💡 Answer to Trivia Question:

The actress was none other than the iconic Doris Day, who left her $20 million estate to her pet dog, a corgi named Salsa.