Weekly Legacy Planning Tips

Weekly Legacy Planning Tips

January 15, 2024

Your Life, Your Legacy

Trivia Question❓

In the field of Legacy Planning, which famous American philanthropist left a substantial portion of his fortune to education, healthcare, and the arts upon his death?

Answer at the bottom of the newsletter

Interesting Facts

  • Legacy planning involves much more than just distributing financial assets. It also includes passing down values, beliefs, and personal stories to future generations.


  • Legacy planning can help minimize family conflicts and disputes by clearly outlining the intentions and wishes of the deceased individual.


  • Legacy planning allows individuals to leave a lasting impact on causes they care about through charitable giving and philanthropic endeavors.


Quote Of The Week

"Legacy is not just something we leave behind, but a reflection of the values we cherished and the impact we made on others' lives."

Tip Of The Week

Make a legacy playlist!


Create a collection of songs that hold special meaning for you and your loved ones.

Include songs that represent special memories, inside jokes, or shared experiences.

This playlist can be a delightful and meaningful way to pass down your legacy.

You Deserve A Laugh

Why did the legacy planner carry a ladder with them?

Because they wanted to leave a high mark on their clients' lives!

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