Your Legacy

How do you want to be remembered?

This is a big question, but the answer doesn’t have to be complicated. Start small by picking three or four attributes and build from there. Your personal character traits are important to pass on.  What would you like to pass on to those you love?   According to Caring.com’s 2024 Wills and Estate Planning Survey, only 32% of Americans actually have a Will in place.  Seems low to me.  Let’s start by asking a few questions.

What are the most important lessons you’ve learned?

Your loved ones need your wisdom, born out of the experiences that have shaped you. Sharing what you’ve learned will inspire the generations that follow you.

What values do you want to pass on?

You have principles that guide the decisions you make. Document them for your family. This is a beautiful part of your legacy.  Most people never share with their own loved ones what is important to them, what they care about, what guided their life decision.  Document your values and then share them with those you love.

What stories do you want to share with future generations?

This can (and should!) be everything from memorable events and special occasions to family history and funny anecdotes. Many great stories, skills, and experience are never shared and will pass away with you.  Share your life while you can

What people and organizations embody the values you’ve identified by answering these questions?

Because you may want their values align with yours, take the time to share this list of individuals and institutions that matter to you.  I addition to your executor, guardian of your children, and beneficiaries of your estate, include charities that matter to you like Christ’s Body Ministries.

Passing along what is important to you is critical to your Legacy. Give me a call if you would be open to a conversation about including us in your plan.