In April, we wrote about “Make a Will Week”, and now, May is “Leave a Legacy Month”. In the financial services industry, many people talk about “legacy” mostly in financial terms. But leaving a legacy usually means more than leaving financial assets to family.
This month’s post explores the concept of leaving a legacy and the various forms a legacy can take. If you’ve got your legacy figured out a la Ray Charles, no need to read further, but if you are struggling like most of us, this post may provide a thought. (more…)