Thinking Big: That's My Lineage

It's easy to sweep certain things under the rug and assume it doesn't apply to us. Not being in the top 1% financially might make you think that you don't have much to worry about when it comes to estate planning or asset protection planning. However, there's a lot to think about when you consider just how many assets might truly be inside your estate.

For example, it's not just your personal collectables, your real estate or your retirement plans that are included in your estate plan. It's so much more than that. It's the values you pass along to your loved ones; the lineage you leave behind.

It's your photos and memories stored online in digital accounts that other people might not have access to unless you take the necessary steps to outline a plan for passing on this access or the ability to close out these accounts. It's thinking about the impact you have had on people while you were still alive and how that can be translated into your charitable goals.

No matter how you find yourself approaching the big picture, you can't accomplish it with regard to your retirement, your finances, or what you want your golden years to look like without considering estate planning and the good work you can do for your loved ones by engaging in this process now.

What’s your lineage?

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