While this type of planning is unique to each individual and means different things to different people, legacy planning emphasizes the belief that wealth goes beyond just material possessions. It involves our heritage, traditions, family values, community and philanthropy.
A proper distribution plan should speak volumes about the person and not just as a source of inheritance. The distribution plan should help enhance the lives of the beneficiaries but also motivate and inspire. Legacy planning helps you evaluate how to best use your time, skills, and money to make a lasting impression on those you love and the causes you believe in.