A pillar of the Balance of Wealth Blueprint
Legacy
What outlasts you, planned on purpose rather than left for someone else to work out.
What this pillar covers
This pillar builds the plan for the future of everything you have made. Estate planning for your personal life and succession planning for your business both have to be crafted carefully, so that your vision is carried out the way you intended.
Legacy is the pillar almost everyone agrees matters and almost nobody has finished. It is also the one where a few hours of deliberate work now saves your family a great deal later.
How does yours look right now?
Five of the ten statements the Wheel of Wealth asks about legacy. Read them honestly and notice which ones you cannot say yes to.
✓ I have an updated and complete last will and testament, Living Trust and Advanced Power of Attorney, and have left instructions with my family on how to administer my estate.
✓ I have the needed insurance and financial plan in place for my family should something happen to me.
✓ I have established a routine of giving to those organizations that further the interests that I care about.
✓ I have prepared my heirs to take over the administration of my estate.
✓ I have set up the necessary structures to ensure my wishes are followed in perpetuity.
What we work on together
Inside the Balance of Wealth Blueprint, this pillar is worked through step by step.
Assess how complete your estate plan really is: will, living trust, power of attorney.
Review your family's financial plan to make sure they have the means to carry out your plans.
Identify the nonprofit or charitable causes you want inside your estate planning.
Evaluate how prepared your family actually is to administer the estate.
Start with the Wheel of Wealth
Sixty questions across all six pillars, scored into a picture of where you actually stand. It is free, it takes about fifteen minutes, and it is the first step of the Blueprint.
Complete Wealth Solutions
Building true wealth across Money, Home, Health, Business, Lifestyle and Legacy.
Contact
(386) 478-4142
[email protected]
Edgewater, Florida
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