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Take Your Estate Plan From "Good" to "Great"

Posted by Lizette Sundvick | Oct 28, 2018 | 0 Comments

Too often, people consider their work done once their estate planning documents are complete. Estate planning should be much more than simply having a will or a trust; it should also focus on what you want to achieve in life and what you want to pass on beyond your assets. This is called a "Legacy Plan"; it defines your goals and allows your purpose to be carried forward to have a continuing impact on the world. Legacy planning is a proactive and intentional process, building your legacy over the course of your lifetime.

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