Legacy Tips of the Week

Legacy Tips of the Week

April 08, 2024

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Legacy Leaders Network

Tips of the week!

Trivia Question❓

What famous musician famously did not have a will in place, leading to a lengthy and complicated battle over his estate?

Answer at the bottom of the newsletter

Quote of the week

"The Legacy you leave is the life you lead." - Anonymous

Interesting Facts

  • Legacy planning is not just for the wealthy - anyone can benefit from creating a plan to protect their assets and pass them on to future generations.


  • Legacy planning can involve much more than just distributing assets - it can also encompass leaving behind values, beliefs, and memories for loved ones.


  • Legacy planning can help individuals ensure that their charitable giving continues even after they are gone, by including provisions for donations to favorite organizations in their plan.


You Deserve A Laugh

Why did the legacy planner bring a ladder to the meeting?

To help their clients reach new heights in their financial planning!

💡 Answer to Trivia Question:

Prince