Family is your everything. Is that reflected in how you live?

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Living Your Legacy | Family

Build a legacy rooted in family

Family lends us a strong sense of identity. So it makes sense that traditional legacy planning focuses on this area of our life and the financial resources we want to leave to our loved ones. But what about the here and now? Are you clearly communicating your values? Teaching the life lessons that are important to you? Sharing traditions that you hope will live on for generations? Here we offer insights into how to live your legacy starting right now.


Take stock of what matters

Live today, and prepare for tomorrow. Review what considerations and conversations might be helpful to your legacy planning, and what documents you should have in place.

View the checklist

Plan happiness

Whether you start a game night tradition or invest in a vacation home where generations can gather, the idea is to create space for togetherness and unforgettable memories.

Free up some quality time

Take advantage of grocery delivery or other time-saving services, then reallocate those minutes to activities with loved ones.

Try these

Write a family love letter

What would you want your loved ones to know if you weren’t here to tell them? We all have something to say. Put your values, wisdom, stories, and feelings in writing.

See an example
“ Carve your name on hearts. A legacy is etched into the minds of others and the stories they share about you.
Shannon L. Alder
69%
69% of Americans say family provides a great deal of meaning in their lives. Source: Pew Research Center 2017 study
33%
33% of parents with children under 18 say they would like more time with their kids. Source: Pew Research Center 2013 study
76%
76% of Americans say having a will is important, but only 40% actually have one. Source: Caring.com’s 2019 survey

Additional insights & discoveries

A Step-by-Step Guide to Hosting a Family Meeting

Where should you meet? What should you discuss? Who should be there? Consider these suggestions.

Read

Make Lasting Memories by Savoring Simple Joys

While extravagant vacations are great, you don't need to spend a lot of money to make meaningful memories together.

Read

4 Ways to Create a Meaningful Family Legacy

Legacy planning that goes beyond financial planning can help us live with more intention.

Read

Are Both of You on the Same Retirement Page?

Many couples don't agree on when, where or how they're going to spend their golden years.

Read

The Building Blocks of a Family Legacy Plan

Learn about the spectrum of different strategies that can help you live out your family legacy.

Read

Live with intention

Every moment spent with loved ones helps shape your legacy. Make it one that endures for generations with the help of an advisor who understands what matters most to you.

Connect with an advisor

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