A Lasting Legacy That Matters

Estate and legacy planning is the cornerstone of securing your family’s future and ensuring your wishes are carried out with precision and care. 

But beyond just financial matters, it’s a deeply personal journey that allows you to leave a lasting impact on the world or a legacy that reflects your values and passions. 

Often, it’s called the heart-head-hand relationship because these are decisions inspired and motivated by your heart in wanting to pass on your wealth to the next generation while also making a difference in the lives of others.

The head part is the strategies you can use to fulfill your heart’s goals and desires. With your hands, symbolically, you take action and ultimately devise a plan that ensures your personal purpose in life is met even when you are no longer on this planet. 

How you want to be remembered, which is your legacy, is addressed via the strategies you’ve employed and the action steps required for you to take to, as we say in our family, “get it done!”

In truth, most people don’t realize that the overarching factor generally affecting their decisions with legacy planning is anchored on their unique family history stories. 

We highly encourage you to reflect on meaningful stories and experiences that have shaped your life when it comes to shaping your wealth legacy. Consider the profound influence of those who’ve made a difference in your journey, and ponder the impact you wish to have on future generations and your community. 

By starting with your heart and allowing it to guide your legacy planning, you’ll be better prepared to create a lasting impact that resonates with your values and aspirations.

Till next time,

Betty-Anne Howard / Athena Wealth and Legacy Solutions


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