What is Legacy Planning?

What is Legacy Planning?

Provided by Kim Dyer

When you’re gone, what will you leave behind? Beyond money, or your “estate,” what about your values? What cherished memories, family stories, life lessons, or words of wisdom will you leave behind?

These are your “emotional assets.” In my own life, these are my most prized possessions, things that money simply cannot buy. They constitute my personal legacy.

What are your emotional assets? It may seem odd, having a financial professional offer to help you with such a personal matter, but bear with me. Though outlining your personal legacy may sound like a difficult task, I would like to share some information and tools that may help.

The values and goals of my clients have always been important to me. For that reason, at Keystone we offer a service to help our clients articulate and document their “emotional assets” and/or personal legacy. Legacy planning.

This means helping you express and record things like your family values and traditions, your personal and medical history, final wishes, and even instructions on raising children.

Wealth means more than just worldly possessions. Legacy planning can help you define your non-material assets and convey them to your heirs. Let me know how I can help you plan your legacy.

Kim Dyer may be reached at (623) 299-9710 or kim@keystonegroupaz.com www.keystonegroupaz.com

This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.

Securities offered through J.W. Cole Financial, Inc,. Member FINRA/SIPC. Advisory services through J.W. Cole Advisors, Inc. (“JWCA”). Keystone Capital Management Group, LLC and JWC/JWCA are unaffiliated entities.   

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