Financial Legacy

How much money do I need to start thinking about my financial legacy?

You can start building a financial legacy at any income level - it's about planning, not just wealth amount. Even with modest assets like a home, retirement accounts, or life insurance, you can create meaningful financial security for your family. Many people mistakenly think estate planning is only for the wealthy, but tools like revocable living trusts can benefit families with assets as low as $100,000. The key is starting early to maximize growth and minimize taxes over time.