At its core, legacy planning is about life and death, family and community, and love and values. When you think about your legacy, there can be a lot to consider. What does it even mean to leave behind a legacy? And how can the estate planning decisions you make today impact the legacy you leave when you’re gone?
This eBook will help you think about what it means to leave a legacy, as well as provide some considerations for creating an estate plan, including:
- How often you should review your estate plan
- How you can possibly minimize your tax burden when gifting
- Whether or not to include trusts
Your most valued asset is your family. Download this eBook now and get started crafting an estate plan designed to safeguard your legacy.