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Tangible Legacy

Think about what is important to you. What you would like your financial assets to achieve after you pass?  Should they:

  • Provide for a spouse or loved one (including pets)
  • Educate grandchildren
  • Care for a loved one with special needs
  • Support a charity

Consider:

  • Who should inherit and for what purpose?
  • What and how much should they inherit?
  • At what age should they get it?
  • In the meantime who should control the assets?
  • If that person or those persons were no longer here, who would you want your assets to go to?

Click here for your Estate Planning Worksheet. Couples should complete independently and then discuss how to provide for their joint legacy.


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