Legacy Plan

Discover how legacy planning helps preserve your values and wishes for future generations. Learn about creating meaningful plans that honor your family's tra...

How does a legacy plan differ from a basic estate plan?

A legacy plan goes beyond basic asset distribution to include personal values, family traditions, and meaningful wishes you want to pass down. While estate plans focus primarily on legal and financial matters, legacy plans encompass your life lessons, charitable intentions, and instructions for maintaining family connections across generations.