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Introduction to Legacy Planning Series

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What Is Legacy Planning and Why Does It Matter?

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Legacy planning isn't just about what you leave behind-it's about how intentionally you shape the future for the people and causes you care about. A well-designed plan can protect you and your family from confusion, conflict, and costly mistakes.

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Introduction to legacy planning series

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The First Steps to Creating a Legacy Plan

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Getting started with a legacy plan isn’t as overwhelming as it seems—especially when you focus on what matters most. These foundational steps can help you align your assets and values with clarity and purpose.

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Introduction to legacy planning series

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Who’s On Your Legacy Planning Team?

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You wouldn’t build a house without the right team—so why build a legacy that way? The strongest plans come from collaboration between trusted professionals who know your vision.

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Introduction to Legacy Planning Series

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The Most Overlooked Part of Your Legacy Plan?

The Beneficiary Designations

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You’ve got your will. Maybe even a trust. But if your beneficiary designations aren’t up to date, your plan might not work the way you intend.

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Introduction to Legacy Planning Series

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Leaving Money Without a Plan Is Not a Legacy. It’s a Liability.

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We’ve all heard stories: an inheritance leads to family fallout, assets get squandered, or years of hard work dissolve into confusion.

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Introduction to Legacy Planning Series

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What Happens If You Don’t Have a Legacy Plan?

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And no, “hoping it works out” doesn’t count.

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Introduction to Legacy Planning Series

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Legacy Planning Isn’t Just for the Wealthy

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It’s for anyone who wants to make a lasting impact.

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Introduction to Legacy Planning Series

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I Already Have a Will—Isn’t That Enough?

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Not quite. A will is important, but it’s only part of the plan.

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