Anyone approaching the subject of legacy planning usually focuses on their physical assets, such as real estate and heirlooms, and their financial accounts. But what about your intangible legacy? What might you do to pass on a legacy that consists of more than just structures and portfolios? Here are a few things to consider. 1. Pass on Family History. Leave your descendants a family history they can understand and appreciate. This could be done in a variety of ways, including doing DNA or family history analyses, collecting family memorabilia, or sending heirs on trips to learn more about your shared heritage.
18 March 2022