Legacy Planning Services
Live well. Finish well. Leave a legacy.
You will leave a legacy, but it won’t be what you hope unless you intentionally and proactively align your legacy with your values. Our legacy advisors work with clients nationwide to help them consider the principles of good stewardship, the proper uses of money, and timeless questions that help you to design a legacy that aligns with your values.
What will your legacy be? How will your life impact future generations? How will you be remembered?
Contact a OneAscent Wealth professional advisor to secure your legacy today.
5 Key Principles
Of Good Stewardship
Making decisions based on values and principles creates legacies that last.
- Spend Less Than You Make
- Avoid The Use of Debt
- Build margin and liquidity
- Set long term goals
- Give generously
The Four Uses of Money
Your legacy planner will help you consider the four uses of money to inform your priorities and align your legacy plan with your principles and values.
Live
Some expenses like travel and housing can decrease over time. Medical expenses can increase, and there is some risk of volatility.
Give
At this stage of life, total assets and obligations replace monthly income as primary considerations when developing a giving plan.
Owe
You can minimize your tax and debt obligations with sound financial planning during your working years, but your plan for money must factor in money owed.
Grow
Short-term risks are more prominent when planning investment strategies during these years.
Three Timeless Questions
Three questions drive life-long financial planning, but these questions deserve solemn and sober reflection in the legacy years. But when you’re finishing well, these considerations feed deep joy and contentment.
Who is the Owner?
We are stewards, managing the assets and time entrusted to us.
How much is enough?
No matter how many years you are given, you need sufficient assets to have peace of mind as you live a life that aligns with your values.
Is the next steward chosen and prepared?
Prepare the next generation with information and documents so that your estate can promote harmony and familial bonds without becoming divisive.