Legacy Tips of the Week

Legacy Leaders Network

Author

Rebecca Greene
January 22, 2024

newsletter-title

Legacy Leaders Network

Tips of the week!

Keep a digital inventory of your personal belongings!


Take photos or videos of valuable items and store them in a secure folder on your computer or cloud storage.

This will not only help you keep track of your possessions, but also make it easier for your loved ones to handle your estate in the future.

Quote of the week

"Legacy is not leaving something for people. It’s leaving something IN people." - Peter Strople

  • Legacy planning goes beyond just financial assets: While many people associate legacy planning with distributing their financial assets after death, it actually encompasses much more. Legacy planning also involves passing on values, stories, personal possessions, and even non-financial resources such as knowledge or skills.


  • Legacy planning can be done at any age: Many individuals believe that legacy planning is only necessary as they approach old age or face health concerns. However, it is never too early to start contemplating and documenting your wishes for your legacy. Beginning legacy planning early allows you to make more thoughtful decisions and potentially revise your plans as circumstances change over time.


  • Legacy planning can help address different family dynamics: In some families, there may be complicated relationships or sensitive issues that could create conflicts during the distribution of assets or decision-making processes. Legacy planning offers a chance to address and potentially resolve these issues in a thoughtful and fair manner, promoting harmony within the family even after you are gone.


Interesting Facts

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

Because they wanted to leave a "will" that was truly "uplifted"!

See you on Thursday's Call!