After a lifetime of hard work and financial discipline, you may now be looking back on everything you’ve accomplished, and contemplating what you want it all to mean going forward.
Our guide “Blaze your trail: Ensure your legacy by mapping out a thoughtful wealth transfer strategy” is designed to help you begin that journey and to give you a roadmap to making a legacy plan a reality.
You'll learn to create a roadmap via these five steps:
- Determining what you want your legacy to be
- Set the guideposts: what goes where
- Establish vehicles to fund your legacy decisions
- Communicate your plan to your family
- Consider working with a professional