WE MAKE A LIVING BY WHAT WE GET. WE MAKE A LIFE BY WHAT WE GIVE.
- WINSTON CHURCHILL -
Legacy Planning is NOT
Having A Will
Many people think that if they have a will, they have done legacy planning. The truth is: Legacy planning is more than having a will and estate planning.
Just For The Rich And Wealthy
Many people think that legacy planning is just for the rich and wealthy. The truth is: All assets matter. We all have a legacy, whether planned or unplanned.
All About Death
Many people think that legacy planning is all about death. The truth is: It's about life. It's about what lives on long after we're gone.
Legacy Planning is
Giving the RIGHT ASSETS to the RIGHT PERSON at the RIGHT TIME using the RIGHT ARRANGEMENT
Plan By Default or
Plan By Design
Without planning, this is what will happen by default when we pass on
Survivors | Entitlement |
|---|---|
Parents Only | Parents - 100% |
Parents & Spouse | Parents - 50%, Spouse - 50% |
Parents, Spouse & Children | Children - 50%, Spouse - 50% |
Spouse Only | Spouse - 100% |
Spouse & Children | Children - 50%, Spouse - 50% |
Parents & Children | Children - 100% |
Children Only | Children - 100% |
No Spouse, Children, Parents, Only Siblings | Siblings - 100% |
Only Grandparents | Grandparents - 100% |
Only Uncles & Aunts | Uncles & Aunt - 100% |
No Spouse, Children, Parents, Siblings, Grandparents, Uncles, Aunts | Government - 100% |
Do you want to plan by default or by design?
The Solution
Introducing The Journey For L.E.G.A.C.Y
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