Your Legacy

What is the difference between your estate plan and legacy planning? Curt Ferguson recently joined the Legacy Builder Network, a national organization formed to advance the concept of Legacy planning—planning so that your True Wealth will be received by those who you care about.

Your estate is just one aspect—and not the most important one!—of your broader, true wealth. Recent studies show that a complete legacy is (1) passing on family values, beliefs, stories and heritage; (2) transferring important heirlooms and keepsakes that have personal or emotional significance; (3) assuring that your final wishes are carried out; and finally (4) passing on your estate. These four legacy pillars are what we now call Wealth Reception Planning, assuring that your True Wealth will be received.

How will you be remembered? For your money? Or for the more meaningful, permanent “true wealth” you pass along?