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Legacy Planning

Related terms: estate planning, family legacy, intergenerational wealth transfer, succession planning, wealth preservation

What is Legacy Planning

Legacy Planning involves preparing strategies to ensure one’s values, wishes, and financial assets are passed down to future generations as intended. It encompasses estate planning, philanthropy, and the preservation of family heritage, aiming to create a lasting impact beyond financial wealth.

Components of Legacy Planning

Key components of legacy planning include wills and trusts, charitable giving, family governance, and education. Each element plays a role in ensuring that the legacy aligns with personal values and family goals, while also addressing potential legal and tax implications.

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