There are many facets to legacy.
One is the worldly goods you bequeath to some person or some organization. As big as a bucket of bucks, or as small as an old book of poems.
Another aspect is charitable giving, whether at death or during a lifetime. If properly constructed, charitable giving during life can actually generate more income for the donor during life, more asset to the family, a deduction to the donor, and a gift to the charity at death. Not to mention recognition and involvement for the donor during their lifetime.
Perhaps the greatest aspect of your legacy is the effect you have had on the lives you have touched. This would include your family and your friends for sure. What about the folks you have worked and played with over all of your years? The gal who bagged your groceries? What about that “not very lovable” neighbor? Every contact in your day affects your legacy in some way, large and small.
The lives you changed for the better, the sort of heirs you leave to carry on, the actions you take today – all will create your legacy. It’s not the balance in your account, the house you live in, the car you drive or your handicap on the golf course.
Your life,accomplishments and contributions are your legacy. By paying attention to that now, you can experience more joy today.
We are here to help in all the facets of your life — with decades of charitable giving experience and a knack for listening carefully to your goals and wishes.