Leave Your Legacy

Meaningful Ways to Leave a Financial Legacy to Your Heirs

1. Your Family Home & Personal Belongings

Be clear about your Family Home and Personal Belongings. Because the family home is so meaningful, if you are not clear it can cause conflict.

2. Vacation Homes can make for an excellent inheritance

One big area where people can leave a legacy is real estate, such as a second home or a vacation property. 

3. Create a Beneficiary

  •  Create a Beneficiary for your IRA
  •  Name a Child as Beneficiary for an  Annuity 
  •  Use Excess Distributions for a Second-to-Death Life Insurance Policy 
  •  Gift depreciating stock to charities 
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