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Legacy PlanningLegacy planning goes beyond mere numbers, aligning traditional estate planning with a family’s goals and values. The process includes defining and expressing what wealth means to a family. It involves identifying the core values that bind the family, and in many cases it involves grooming children and grandchildren to be guardians of not just wealth, but also those values.

Thanksgiving Day is almost upon us, and hopefully we will be spending this day and a meal with our family, friends, and loved ones.    It’s wonderful to be able to reminisce about great memories from years gone by, and to make new memories for future generations to come.

Many of us don’t get together nearly as frequently as we want with our loved ones, sometimes just once or twice a year, and mainly around the holidays.  Due to the fact we only see these loved ones a couple of times a year, we may be more alert and notice subtle changes in people’s demeanor; maybe someone is slightly more forgetful asking you to repeat things a bit more often, or maybe they’re not as steady on their feet as they were last time you saw them.  That’s just human nature as we all get older, and probably they know it just as well as you do.

In my career in Wealth Management, it’s part of our process to always ask, “So what does your estate plan look like?”  This question takes a different light as your family and clients get a bit older, and having parents in their early 80’s makes me look at things through a different lens. 


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