Cultivating a legacy of generosity
Communicate what matters most
“The greatest use of a life is to spend it on something that will outlast it.”
William James
As you reflect on the legacy you want to leave your family, your values are one of the most important gifts you can pass on. But it can be challenging to know where and how to start that conversation. Here are some questions to consider:
- What kind of legacy do I want to leave for my children?
- What are the beliefs and values I want to pass along to the next generation?
- How can my estate plan reflect my love for my family, community, and favorite causes?
Creating a Legacy Love Letter with your estate plan allows you to share guiding principles, memories, stories, and future wishes for your family. Think of it as a cover letter to your will, transforming it from a legal document into a meaningful gesture that can have a lasting impact on your family.
We’ve developed a free guide to help you write your own Legacy Love Letter, also known as an Ethical Will. Take some time to reflect on each of the elements and the values you want to pass on to the next generation.