WANT A GREATER SENSE OF PURPOSE? PLAN YOUR LEGACY
One way to ensure your legacy lives on is through estate planning with a trusted team of advisors and attorneys. Estate planning allows you to make informed, wise decisions about what you’ll leave behind—but it’s not too soon for your legacy to come alive. Additionally, leaving a legacy doesn’t always have to be about money. Being known as a person who donated their time or talent to their favorite organization is just as important. Estate planning can help you focus on what matters most to you and can enable you to begin to build your legacy while you are still living.
Here are some thoughts to consider as you begin this process. Take some time to pause and reflect on what matters to you, what you hope to leave behind, and how you can put your legacy into action today.
When you think about the kind of legacy you want to leave, you’ll be more likely to make smarter decisions about your career, your investments, your health, etc. because you have an eye on the future and your role in it.
Your legacy can serve as an inspiration and example for others. If you plan wisely and give generously, your children and beneficiaries are more likely to emulate those behaviors. Your example can have a positive and impactful influence on others, perpetuating a living legacy even before you pass on.
In 2017, the largest source of charitable giving was individuals, at a whopping $281.86 billion. That’s 72% of total giving for 2017. You can be a part of this trend, and with the help of your advisors, you can contribute intelligently and strategically to the causes you care about most.
Getting Started with Charitable Giving
With careful planning and strategy, you can create a legacy that will inspire your children, contribute to the causes closest to your heart, and complement your financial and estate plans. We are here to be your trusted partners in this process.
Please get in touch today to get started.