Leaving A Legacy
We all have the responsibility to look at the pragmatic side of planning, but don’t you feel we owe it to ourselves to look at the things that we really want to accomplish?
Your Legacy Could…
- Take care of the special needs of my special family member(s)
- Provide for that charity that has helped me somewhere along the way
- Give back what has been given through the church or an organization that does really good work
- Help those that really need help that often times do not receive it
- Pass on values, beliefs, traditions, giving spirit, ethics, good habits, strategies, and thought processes
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Inherited Values
"At its highest progression, estate planning is more than just passing on wealth. It can also be about passing on values."
So you might be asking...
- How do I pass on to future generations my values, experiences, family heritage, and beliefs?
- How can I create an estate plan that instills in my family my values, beliefs, and passion in so they can become better human beings?
- How do I implement a plan that can carry forward into perpetuity, which reflects my values, ideology and attributes of being a successful person?
- How can I transfer my family a legacy of care for others?
- What legacy do I want to leave my family and society?
How Do I Pass Along My Values
>> Charitable Planning
– Charitable Lead Trust
- Charity receives income for a period of years or a lifetime
- Your family receives the residual
– Charitable Remainder Trust
- You receive the income for a period of years or a lifetime
- Charity receives residue
>> Family Stewardship Foundation
- Family Foundation Planning
>> Zero Estate Tax Planning
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Belief, rising to faith, in a set of ideas and a willingness to support those ideas through ones lifetime is a part of the family heritage.
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