Your legacy is vastly more than an amount of money left to your surviving beneficiaries. Part your legacy can be the example of a life well-lived that’s achieved through proper planning.
Your legacy of success before and during retirement provides valuable lessons and memories your loved ones and the next generation can share and treasure. It’s important to have a personalized plan for your ongoing objectives in life and your long-term legacy goals. Legacy planning can address a multitude of priorities. Those may include sharing personal values and objectives, specifying end-of-life instructions and formalities, consideration of sentimental and tangible possessions and distribution of liquid and illiquid assets. Our individual objectives vary, but we do share a common need to plan in a way that benefits ourselves and others.