Legacy Planning
What you build during your lifetime can continue to have meaning long after you.
Legacy planning is about more than deciding who receives your assets. It can include your family, the people and causes
you care about, your business, and the values you want reflected in the decisions you make. Thoughtful planning can
help you understand what you want to pass on, to whom, and in what way.
What Do You Want Your Legacy to Accomplish?
People
Who are the people I want to provide for, and what do I want that support to accomplish?
Control
How much direction do I want to provide over when, how, or why assets are received?
Purpose
Are there organizations, causes, or values I want my legacy to continue supporting?
Business & Property
What do I want to happen to my business, real estate, or other important assets?
Questions to Consider
Have I clearly identified who and what I want my assets to support?
Would the way my assets pass today reflect how I actually want them to be received?
Have changes in my family, finances, or business affected the legacy I want to leave?
Could taxes or other costs affect how much ultimately reaches the people and causes I care about?
Do the beneficiaries and plans I have in place still reflect my intentions today?
A Legacy Is More Than What You Leave Behind
It is also what you make possible for the people and causes that matter to you.
Thoughtful planning can help bring your assets, intentions, and priorities together. Understanding what you want
your legacy to accomplish can help you make decisions today that reflect what matters to you tomorrow.