The Basics of Legacy Planning
June 2020 | 31 minutes
Everyone is philanthropic. Everyone leaves a legacy at their passing and your resources are going to go somewhere. They will typically go one of three places.
1. Family 2. Charity 3. IRS
The question is who do you want your legacy to go to? You can control this and now is the time to start thinking about who you would like to leave your legacy. Legacy planning can sound like many different things. You may even wonder what that means. How do I pass on my values, resources and a part of myself to the next generation? Watch as we talk about how to start planning for the next generation in your family.
