Planning Your Legacy

There are three stages in planning your legacy

  1. help yourself
    • the starting point is becoming financially independent
  2. help your family
  3. help society
    • there are many opportunities for philanthropic or charitable giving
    • tax deductions may be available to reduce your costs, so you can help more

Financial planning encompasses

  • estate planning
  • living benefits
  • financial independence
  • liquidity for emergencies
  • intergenerational wealth planning

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