What the Kids Get: Planning Your Legacy

After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money without worrying about passing on anything to the next generation. But plenty of others are determined to leave a legacy – whether it’s by bequeathing a tidy sum to their children and grandchildren, or bestowing… Continue reading What the Kids Get: Planning Your Legacy

How to Decide Who Merits Your Money as You Ponder Your Legacy

Not long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas. The Amazon.com founder sought a charitable strategy that looked at the long term and soon he was inundated with suggestions. Of course, Bezos has plenty of money to give, but you don’t need to be a billionaire to reach a… Continue reading How to Decide Who Merits Your Money as You Ponder Your Legacy

Leave The Legacy You Want with This End-of-Life Checklist

A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens to all those assets once you’re gone? Maybe you want everything to go to the kids. Perhaps a charity or a cause you champion should get a portion. And what happens if, before you die,… Continue reading Leave The Legacy You Want with This End-of-Life Checklist

How to Leave A Lasting Legacy

While most of us aren’t world-class Olympic athletes, Oscar-winning movie stars or generals who command great battles, we still have a desire to leave some type of mark on this world. For many people, that desired action is leaving a legacy while financially securing themselves, their families, their causes and charitable organizations long into the… Continue reading How to Leave A Lasting Legacy

4 Tips For Creating Your Financial Legacy Now

Many Baby Boomers are leaving their life’s work to chance, Half of all Americans with children do not have a legal will, according to an extensive survey done by the legal service RocketLawyer. “While the survey was conducted in 2012, the attitudes Americans have on inheritance and legacy matters tend to remain static through the… Continue reading 4 Tips For Creating Your Financial Legacy Now