Legacy Planning

legacy planning ethical will values spiritual traditions wisdom memoriesLegacy Planning is a way to pass on family memories and values along with the financial assets and property that you associate with typical estate planning. Creating a legacy lan allows you to pass along the things you have learned in life to future generations. You can write down or even make a video of family traditions and memories that you want future generations to enjoy. You can create an ethical will and discuss spiritual wisdom and insights that you want to share with your family far into the future. A legacy plan is a way for you to be remembered for who are today for generations to come.

Creating a legacy plan gives you the added bonus of seeing the positive impact your life has had on others and the ways in which you may want to change your life if you are not living exactly the way you want to. It can help you create a more meaningful estate plan because you are see your assets within the context of your entire life. It can also help you be grateful for your life as you reflect on the memories and values you want to give future generations.

Contact me today to learn more about crafting a legacy plan for you!