Estate Planning vs. Legacy Planning

Estate Planning vs. Legacy Planning

Estate Planning vs. Legacy Planning

“Estate planning is easy. It’s finite, calculable. What happens when you die? Who gets your stuff? How much will you owe in estate taxes and how can we prevent or prepare for it? You hire a lawyer to draft a will and possibly one or more trusts that provide for what happens when you die. It’s done. Complete. You tuck your documents away in drawer or safety deposit box and sleep well at night, knowing you have taken care of your estate plan.”

Why Estate Planning Is Easy And Legacy Planning Is Hard