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All You Can’t Leave Behind

By Gerry W. Beyer

HandshakePeople often go into estate planning worried about their legacies and what others will think of them after they have passed away. Being remembered is understandably important, but a legacy may not be the adequate term. Legacies can be determined by actions and words that create an impact on others. That impact can be either negative or positive and in turn create an unintended legacy.

When being counseled about the possible avenues to follow in your estate plan, keep in mind the impact you are making as well as the legacy those impacts will provide.

See Ross Levin, All You Can’t Leave Behind, Financial Advisor Magazine, May 1, 2018.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.) for bringing this article to my attention.

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Current Affairs, Death Event Planning, Estate Planning - Generally, Humor and Wills