Weekly Legacy Tips

Your Life Your Legacy

December 11, 2023

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Trivia Question

Trivia Question❓

In the field of Legacy Planning, what famous entrepreneur once said, "Your legacy is being written by yourself. Make the right decisions."?

Answer at the bottom of the newsletter

Tip of the Week

Distribute sentimental belongings to loved ones now, rather than waiting until after your passing.


Not only will you witness their joy, but it also avoids potential family conflicts and ensures your cherished items end up in the right hands.

Trivia Answer

InInteresting Facts

  • Legacy planning can go beyond financial assets: While many people associate legacy planning with the distribution of financial assets, it can also include non-financial aspects such as passing down family stories, values, and knowledge. This broader perspective allows individuals to create a more holistic and meaningful legacy for future generations.


  • Charitable giving can be a powerful legacy planning tool: Legacy planning often involves incorporating charitable giving into an individual's estate plan. It not only allows for supporting causes dear to one's heart but can also provide significant tax advantages. By making charitable contributions, individuals can leave a lasting impact on their communities and leave behind a positive legacy.


  • Communication is key to successful legacy planning: Legacy planning is not just about creating legal documents; it also involves open and effective communication. Clearly expressing your wishes to your loved ones can help prevent conflicts and misunderstandings after you're gone. Regular family meetings or discussions about your legacy plans can ensure that everyone is on the same page and reduce the likelihood of surprises or disputes later on.


You Need A Laugh

Why did the scarecrow go to a legacy planning seminar?

Because he wanted to learn how to leave a lasting impression!

Trivia Answer

💡 Answer to Trivia Question:

Steve Jobs.

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 how to:

Connect with Family Using movies, books, websites, podcasts and other inspirational media.


Discover an amazing array of resources available to make shared entertainment an effective tool for sharing your values.

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