This is a more holistic, complete form of estate planning. Legacy planning involves some matters that are financial in nature, but it can also address matters of the heart. Topics covered in this report include: Wealth Preservation Educational Opportunities Family Heirlooms Ethical Will Family History Charitable Giving Click here to read the whole article or download the PDF. … [Read more...] about Free Report: What Is Pennsylvania Legacy Planning?

You can take estate planning to different levels. Some people will take a bare-bones approach. They arrange for their loved ones to receive inheritances, but they do not go any further than that. This is better than nothing, but it is also possible to engage in the process of legacy planning. When you consciously craft your legacy, you take steps to make sure that your influence is felt even after you are gone. There are various different ways that you can make your mark on the earth a lasting … [Read more...] about What Is the Difference Between Estate Planning and Legacy Planning?

Legacy planning is a broader and more comprehensive form of estate planning. If you take the right steps, you can craft an effective legacy plan and make an impact even after you are gone. In this post we will provide some food for thought with regard to the components that could comprise your legacy plan. Family Heirlooms If you have family heirlooms in your possession, they are probably oozing with cherished memories. When you are crafting your legacy plan, you could take stock of the … [Read more...] about What Is Legacy Planning?