As we begin another new year, perhaps you’re like me and you’re facing afresh the reality that the majority of your years on this planet are behind you. I don’t mean to sound morbid. I actually think it’s a great opportunity to examine our legacy. We’ll all be remembered; the question is—how and for what?
How are your children and grandchildren, or the young people you mentor and influence, going to remember you? Will it be only for what your estate plan leaves them? Here’s what I’m really asking: What are the most important values and truths that you want to pass on to the next generation? And what’s your plan for doing so?
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