Build a legacy rooted in family

Family lends us a strong sense of identity. So it makes sense that traditional legacy planning focuses on this area of our life and the financial resources we want to leave to our loved ones. But what about the here and now? Are you clearly communicating your values? Teaching the life lessons that are important to you? Sharing traditions that you hope will live on for generations? Here we offer insights into how to live your legacy starting right now.

Write a family love letter

What would you want your loved ones to know if you weren’t here to tell them? We all have something to say. Put your values, wisdom, stories, and feelings in writing.

See an example

Free up some quality time

Take advantage of grocery delivery or other time-saving services, then reallocate those minutes to activities with loved ones.

Try these

Take stock of what matters

Live today, and prepare for tomorrow. Review what considerations and conversations might be helpful to your legacy planning, and what documents you should have in place.

View the Checklist

Plan happiness

Whether you start a game night tradition or invest in a vacation home where generations can gather, the idea is to create space for togetherness and unforgettable memories.

Carve your name on hearts. A legacy is etched into the minds of others and the stories they share about you.
Shannon L. Alder
76%
76% of Americans say having a will is important, but only 40% actually have one. Source: Caring.com’s 2019 survey
69% of Americans say family provides a great deal of meaning in their lives. Source: Pew Research Center 2017 study
69%
33%
33% of parents with children under 18 say they would like more time with their kids. Source: Pew Research Center 2013 study

Additional insights & discoveries

A step-by-step guide to hosting a family meeting

Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity

The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]

Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle

What’s at the center of your living legacy?

Take the quiz
Woman appearing confident with coffee and cell phone

Your career legacy

Create a lasting impression through your life’s work.
Artist painting a wall mural

Your community legacy

Make a meaningful difference in the world around you.

Live with intention

Every moment spent with loved ones helps shape your legacy. Make it one that endures for generations by working with our team on a financial plan designed to address what matters most.

Contact Us
6 Hacks to Boost Your Productivity [INFOGRAPHIC]

6 Hacks to Boost Your Productivity [INFOGRAPHIC]

Streamline your day with these simple suggestions.
Family & Lifestyle
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]

Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]

Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership

The future at your fingertips

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