Six Steps to Legacy Planning for the Generations

You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way. Consider these two legacy scenarios: SCENARIO 1: You do little or nothing, and leave behind incomplete or conflicting documents. Fighting among family members ensues. Unexpected taxes hit. Important sentiments get left unsaid. SCENARIO 2: Your spouse is cared for, your children are prepared for inheritance, your grandchildren understand how you lived and what you believed. Organizations you support carry on their good work. In this educational webinar and you will learn:

• How generational planning is replacing traditional, stuffy estate planning
• What happens when a legacy isn’t planned
• How legacy planning can be a meaningful, even fun, process
• How to plan for sudden incapacity 
• The importance of expressing your wishes and conveying your values
• How to successfully transfer your wealth, tangible and intangible 
• A six-step process to start leaving your mark on the next generation

If you do nothing, your legacy will write Itself—for better or worse. Don’t let that happen. Learn how.