Legacy Planning

First, let's look at what a Legacy Plan isn't:

• It isn't a will.
• It isn't an estate plan.
• It isn’t all about money.
• It isn’t all about death.

Legacy Plans are about life:

• Ease the burden on loved ones by clearly communicating your final wishes
• Live your life with more purpose and peace of mind
• Inspire others with your values and  life lessons

Many people feel the non-financial, and sometimes intangible, things they give their loved ones are more important than money. These are the items future generation will treasure and provide more meaning to their lives.