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.
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
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.
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
“ Carve your name on hearts. A legacy is etched into the minds of others and the stories they share about you.
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.
Make Lasting Memories by Savoring Simple Joys
While extravagant vacations are great, you don't need to spend a lot of money to make meaningful memories together.
4 Ways to Create a Meaningful Family Legacy
Legacy planning that goes beyond financial planning can help us live with more intention.
Are Both of You on the Same Retirement Page?
Many couples don't agree on when, where or how they're going to spend their golden years.
The Building Blocks of a Family Legacy Plan
Learn about the spectrum of different strategies that can help you live out your family legacy.