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Tuesday, September 29, 2015

Legacy Planning can be even more important than estate planning.

Estate planning is important, but legacy planning can be even more important because it will communicate to your heirs your wants, wishes, and needs. Legacy planning involves financial security, the distribution and management of your estate, and protecting your estate and business.

If you pass away unexpectedly, a legacy plan will state your wants and wishes and the direction you want your financials to go. It communicates your lifetime experiences so your heirs know what you would want to do with your business and estate in the event that you pass.

 In estate planning many factors involve your heirs; in legacy planning this also holds true but it additionally involves you as the number one factor. When it comes to legacy planning you come first! Get your financials in order before planning for your heir's. Think of it this way: how can you plan for your heirs if you haven’t planned for yourself?


Posted by: Patrick Carroll at 9:27 AM
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This material is intended for historical purposes and may be outdated. Its contents should not be relied upon as current information. For more up-to-date information regarding these topics, contact your financial professional.







All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member FINRA/SIPC. Advisory Services offered through ACI Partners, LLC. ACI Partners, LLC is not affiliated with Triad Advisors.