Your Legacy

PLANNING YOUR LEGACY

This is about your big picture plans. 

Consider what it is you want to accomplish. 

How will this plan secure your future days?

Who is going to carry the torch of your values/wishes/treasures into the future? 

Is the purpose of your Estate planning to secure the future for your family, a special cause or an organization?

THINK ABOUT THE FOLLOWING CATEGORIES
AND ORGANIZE A PERSONAL LIST,
IT WILL HELP YOU START YOUR ESTATE PLANNING PROCESS.



CURRENT INCOME SOURCES
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CURRENT ANNUAL EXPENSES
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CURRENT TAX CONSIDERATIONS/CONCERNS
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FUTURE INCOME SOURCES
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FUTURE ANNUAL EXPENSES
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FUTURE TAX CONSIDERATIONS/CONCERNS
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