Consider Legacy Planning


Everyone leaves a legacy. The older we get, the more we consider what it will be.

Successful people often turn to estate planning to further their legacies because a thoughtfully designed estate plan may help them express their values and transfer their wealth at the same time. It may also allow them to die with their financial affairs in good order, in consideration of those they love.  


Legacy planning starts with five basic elements.

A will. This is the touchstone, the document in which you specifically name the people you want to inherit your assets.

A financial power of attorney. This document legally authorizes another person to make financial decisions for you if you become incapable of making them.

A health care proxy. This document legally authorizes someone to make health care decisions for you in the event you cannot.

A living will. This expresses your preferences regarding decisions about life support and life-sustaining medical intervention.

A revocable trust. This legal entity, defined by an agreement that may be revised during your lifetime, authorizes a trustee to hold title to and manage certain assets of yours.


Now is the time to plan your legacy. Without an estate plan in place, your heirs may face aggravating financial issues as they grieve. If you have not yet planned your estate, I urge you to proceed. Please call me or email me, as I would like to help you explore your options.




Advisory services offered through Meridian Wealth Management LLC, a Registered Investment Advisor.


This material was prepared by MarketingPro, Inc. for use by Meridian Wealth Management LLC.