Legacy planning begins from within yourself, as you assess what family, friendships and other relationships are truly important to you. If estate planning is going to extend that part of yourself into the future—to create a legacy—it has to begin with assessing your principles and values. Legacy planning doesn't start with an eye on tax strategies or the things that we call tools. It starts within yourself and gives you the opportunity to decide how your story can continue most effectively from this day forward within your family, the organizations that are important to you, as well as the people outside your family who you want to benefit from your foresight.
You see, everyone has an estate plan—either a plan by default or a plan by design. You can plan your estate with your family or throw it at them when your gone. Investors Trust will assist you with a value-based legacy plan that builds stronger relationships today, and you will enjoy that benefit while you are still living. You will strengthen intergenerational communication and trust and may even restore relationships that are damaged. Unfortunately, too many people choose to throw the plan at their family, using their wealth as a means to control the futures of their family members.
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