Life and Legacy Planning Guide

This guide provides a checklist of the types of information that you should gather to help prepare for the transition of your estate to your beneficiaries.

When we think about our legacy and what we want to pass on to those we love, wealth is often the first thing we consider. But while leaving instructions for the management of our financial assets is important, our wealth is more than the moneys we’ve accumulated—it’s also the riches represented by our values, the life lessons we’ve learned, the stories that define who we are, and the possessions infused with priceless emotional value.

This guide includes suggestions for what you might want to take into account when you consider your legacy and how you can preserve it for the next generation.

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About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more