Legacy Planner ~
Planning for Health, Wealth, and Beyond.
In this free Legacy Planner booklet, we offer more than just a guide; we provide a pathway to extend your love and care beyond the boundaries of life. Think of it as your ultimate gesture of affection, a lasting “I love you” that transcends time. Whether you are estate planning, succession planning, or planning the transfer of your wealth, this Legacy Planner booklet will ensure that no stone is left unturned. Engaging in these discussions not only brings clarity to your wishes, but also strengthens bonds with loved ones, providing them with guidance and peace during challenging moments. In the spirit of ‘Memento Mori’ — a poignant Latin reminder that life is fleeting and every moment is precious — this free Legacy Planner booklet empowers you to cherish the present by preparing for the future.
Why we made the Legacy Planner booklet
This free booklet is designed to bring clarity and peace to your final wishes, lifting the weight of uncertainty from your loved ones’ shoulders. By organizing your affairs, you’re not just streamlining processes; you’re crafting a legacy, a story of a life well-lived that will be cherished and honoured. This is your story, written with love, leaving an indelible mark on the hearts of those you hold dear.
Why we made the Legacy Planner booklet
Today's Preparation, Tomorrow's Legacy: A Comprehensive Guide
Recognizing the importance of planning for the future can be daunting, yet it’s crucial to acknowledge that life’s uncertainties can lead to unexpected events, including unforeseen deaths or serious illness. It’s not just the elderly; even younger individuals can face these realities.
Consider initiating conversations with your family about this succession and estate planning process. Encouraging them to consider their own preparations can be invaluable — they might require it sooner than anticipated. This free Legacy Planner booklet isn’t solely for end-of-life arrangements; it holds significant weight in the event of severe illness or loss of mental capacity. Engaging in advance wealth planning preparation prompts critical thinking about various options and aids in selecting what aligns best with your wishes and the needs of your family.
Although navigating through this succession and wealth planning process may present challenges, the peace of mind it brings outweighs the effort. Families who plan ahead often encounter fewer complications when faced with a loss. Streamlining interactions with the funeral home, religious institutions, and others involved becomes notably more manageable, earning appreciation from those assisting you during difficult times. Furthermore, understanding available options when succession planning can lead to substantial cost savings by offsetting the tax burden on your estate.
Adapt this free comprehensive outline to suit your unique requirements. While you might possess some of this information already, consolidating it into a singular document is vital. Regularly reviewing and updating this package ensures its relevance. Equally crucial is informing your family of its safe location within your home. Encourage friends to consider a similar approach by creating their personalized packages.
Legacy and succession planning is a journey, not a one-time conversation.
This free Legacy Planner is a complimentary gift from the Community Foundation to help aid you and your loved ones when discussing or making succession and wealth transfer plans. Life is constantly changing, so we recommend you give this organizer a yearly checkup and revisit it when significant life events occur, such as a passing of a loved one, birth or adoption of children, new relationships or marriage, separation or divorce, or significant changes in financial circumstances and wealth. We make it easy for you to request new copies of our Legacy Planner in order to ensure your most recent estate wishes and succession plans are up to date and reflected properly.