What Your Estate and Trust Plans Say About Your Legacy
Overview
Words committed to paper, stories shared in print or video, and family histories portrayed in a personal documentary can contribute to your legacy. But how can you be confident the planning strategies used in estate and trust plans, as well as the fiduciary appointments made to carry them out, accurately capture your legacy goals and objectives? One of the most effective way is to start with thought-provoking questions that go beyond the numbers—the questions that comprise three themes and the legacy journey that families hope to reflect in their estate plans: family beliefs, family values, and family relationships.