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Ecology of Money

How Much Should Your Legacy Be?

Use this punchlist to help ensure your legacy goes exactly where you want it to go.

Creating a legacy out of an estate always raises the nightmare scenario of Shakespeare's King Lear. If you don't do it right, a lot of feathers will be ruffled in a big way.

To successfully lay a foundation for a solid legacy plan, you'll need to take your time and consider a few options. There is no template that works for every family, but there is a systematic approach you can follow to help ensure your legacy goes exactly where you want it to go and won't crimp your retirement plans.