Mindfulness and Your Legacy
Rather than simply drift through life without a plan, mindfulness can help you focus and make proactive choices with the intention of defining and creating your legacy.
Rather than simply drift through life without a plan, mindfulness can help you focus and make proactive choices with the intention of defining and creating your legacy.
Many get tied up in the definition or the stereotypes of legacy planning, but forget its very simple premise.
Here’s why: you will not just inherit your family’s wealth, but also your family’s problems
Instead of focusing purely on estate taxes, clients need to work on implementing strategies to preserve their wealth (and legacies) for future generations.
Even if you have an understanding of what your legacy is, you might still be wondering – how in the world do I plan for it? What exactly is a legacy plan?
Rather than talking about money, you should be talking to your children about legacy.