Weekly Legacy Planning Tips

In the world of Legacy Planning, what famous musician left behind an estate plan that included a vault of unreleased music, estimated to be worth over $200 million?

Quote of the Week

Interesting Facts

-Legacy planning is not just about wealth distribution.

While many people associate legacy planning with leaving behind monetary assets for future generations, it also encompasses non-financial aspects such as passing on values, stories, and life lessons.

-It can involve charitable giving.

Legacy planning often includes setting up charitable foundations, trusts, or endowments to support causes that are important to the individual or their family.

This allows them to leave a lasting impact and continue their philanthropic efforts even after they are gone.

-Technological advancements have influenced legacy planning.

With the advent of digital assets and online accounts, legacy planning now includes considerations for managing and transferring these digital assets, such as social media accounts, online banking, and cryptocurrency holdings, ensuring they are protected and accessible to the intended beneficiaries.

Tip of the Week

Create a legacy bucket list!

Take some time today to jot down the experiences and achievements you want to accomplish in your lifetime.

It will help you prioritize your goals, bring more joy and meaning to your life, and leave a lasting legacy for future generations.

You need a Laugh

Why did the legacy planner go to the gym?

Because they needed to work on their "will" power!

You Are Invited!

Register HERE