Articles Posted in Legacy Planning

Some thirty-five years ago your writer was taught that estate planning is about getting your assets to whom you want, when you want, and the way you want, with the least amount of taxes and legal fees possible.

In the intervening time, we have learned that estate planning is more — it is legacy planning.  Legacy has two meanings (1) the assets you leave, and (2) the impression you leave. Your assets will dissipate, but your impression will endure.

Were you kind and generous? Were you forgiving and grateful?  Were you compassionate and did you bring light into the world, despite your setbacks.

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