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Intergenerational Planning: What will your impact be?


"Just as you once envisioned your retirement goals, take a moment to consider your legacy goals. How would you like to be remembered? If you didn't need your financial resources, to whom would they be left? Would you make these gifts during your lifetime if you could afford to do so? Besides money, what would you like to leave behind? Values? Traditions? Are you inclined to support any charities? The answer to each of these questions is quite personal and can have a substantial impact on the way your finances and estate plans are structured."

To learn about how intergenerational planning can protect your assets and heirs as well as ensure your wishes are carried out, read the full article in Ideal Living Magazine's Winter 2020 issue here.