When most people hear the term legacy planning, they immediately think of wills, trusts, and tax strategies. While these are crucial components of transferring financial wealth, they represent only half the story. The other half—and arguably the more meaningful half—is ensuring that the next generation inherits values, purpose, and a sense of stewardship.
Families who approach legacy planning with a philanthropic lens often find that the act of giving becomes a powerful tool for strengthening relationships, cultivating responsibility, and shaping a multigenerational identity.
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