Weekly Legacy Planning Tips

Weekly Legacy Planning Tips

April 08, 2024

newsletter-title

Your Life, Your Legacy

Trivia Question❓

In the world of Legacy Planning, what is the term used to describe the legal document that outlines an individual's wishes for the distribution of their assets and properties after they pass away?

Answer at the bottom of the newsletter

Tip Of The Week

Make sure to regularly review and update your legacy plan to ensure it reflects your current wishes and circumstances.

Joke of the Week

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

To help their clients "climb" their family tree!

  • Legacy planning is not just for the wealthy - it is important for individuals of all income levels to plan for the future of their assets and estate.


  • Legacy planning can include more than just financial assets - it can also involve passing down important values, traditions, and personal stories to future generations.


  • Collaborating with a professional such as an estate planner or attorney can make the legacy planning process much smoother and more successful.


💡 Answer to Trivia Question:

The term used to describe this legal document is a Last Will and Testament.