Legacy
Learn how legacy planning helps families preserve values and secure their future. Explore tools and strategies to pass on assets according to your wishes.
What does it mean to leave a legacy through estate planning?
Leaving a legacy through estate planning means creating a comprehensive plan that preserves and transfers your values, assets, and wishes to future generations. This involves using tools like trusts, wills, and other estate planning documents to ensure your family understands your intentions. A thoughtful legacy plan can include provisions for charitable giving, family heirlooms, and clear instructions for asset distribution that reflect your personal values and priorities.
