While goals, income tax planning, estate planning, retirement concerns, and investment planning should be part of your financial plan, one essential element often fails to get the attention it requires: communication.
March 1, 2021
Everyone leaves a legacy, but not everyone is intentional about the legacy they leave. The memories, values, and wealth you pass on are directly impacted by how you plan for your legacy.
The mark you leave on this earth is your legacy. Most people say they want to leave a good legacy, but that doesn’t happen by default. It requires putting thought into how you live and how you leave this life, and it should include many factors beyond your finances.