Planning Your Legacy

There are three stages in planning your legacy

help yourself
- the starting point is becoming financially independent
help your family
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

The content is meant to be accurate when written. Be sure to use your judgment and consider consulting your advisors for help with your specific situation. Please send suggestions and corrections to info@riscario.com. Better still, why don't you or your advisors volunteer to make this wiki better?
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page revision: 3, last edited: 08 Apr 2007 19:28

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