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.
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.
Take advantage of grocery delivery or other time-saving services, then reallocate those minutes to activities with loved ones.
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.
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.
"Carve your name on hearts. A legacy is etched into the minds of others and the stories they share about you."
- Shannon Alder
