Legacy Planning
Leaving more than just wealth for future generations.
Protecting Your Values and Encouraging a Spirit of Giving
Establishing a legacy plan includes the typical financial bequests you would identify in your estate plan as well as a strategy for passing along your personal values and closely held beliefs to loved ones. It's also a way to pass on your work ethic and the causes you care about. Creative Planning can help you create a legacy plan aligned with your financial and personal goals.
Reasons to Consider a Legacy Plan
Help protect your values
Encourage a spirit of giving in future generations
Help protect your interests if you become incapacitated
Protect your family's privacy
It's More Than Just Finances
Leaving a legacy is about so much more than the share of wealth you leave for loved ones when you pass. A legacy ties a memory to a smell, taste or sound. You might consider your charitable giving strategy and what causes you'd like your children and heirs to continue supporting, or perhaps you'll start a family tradition that will continue to delight the next generation after you're gone. Many choose to record an audio or video message to be able to document and share family stories, loving sentiments, what you want your loved ones to remember about you and the lessons you want to leave behind — all in your own words.
Questions to Ask Yourself When Creating a Legacy Plan
- What are your family's short- and long-term goals?
- Are there particular causes you feel close to?
- Are there any unique circumstances in your family, such as a family member with special needs?
- What are the core principles that have guided your life?
Creative Planning can help you design a legacy plan to maximize the impact you and your family continue to make for generations to come.
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