• Ask yourself these questions

Ask yourself these questions

Consider how you retain a sense of connection with family members or friends who are no longer living.

• Is it thru photos?
• Long walks?
• A certain object that they gave you as a gift while living?
• An object you inherited?
• Music?
• Your family home?
• Old letters they sent to you?
• Meditation or prayer?
• Artwork?
• Video or audio tape?

The list goes on. The point is that your list probably doesn’t include money.

Legacy planning is an opportunity to pass on more than money.

So if you’re ready to start thinking about how you would like to pass on your life’s wealth in a deliberative manner, then read on!

First, think about a story you recall hearing during your youth about a family member. Maybe it’s about a trip they took or a job they had or another person in their life.

Ask yourself these questions:

• What is it about that story or the people in it that left a lasting impression on you?
• What are some of the qualities or characteristics the people in the story exhibited in their words or actions?

Now, think about what values or life lessons did you received from your family over the years? List three.

How important have these values or life lessons been in your own life? Why? Give examples.

What values or lessons from your own life would you like to pass on to your children or other family members or friends? Why?

For instance, think of a challenging situation in your life that you overcame or made it thru.

Now, list a few of the qualities or characteristics that enabled you to navigate this situation.

Finally, how could you share this information with the important people in your life?

Consider these possibilities:

• Write a letter.
• Create an audio or video recording answering the questions outlined above.
• Read your letter or play your tape/CD at a family gathering such as a birthday or anniversary.

Congratulations, you’ve begun your legacy planning!

Remember, your personal wealth is priceless. Pass it on!