Legacy Planning
What you want the money to do after you, said plainly enough that someone else could carry it out.
Legacy planning starts with intention rather than instruments. What is for whom, at what point in their life, and with what said about it.
Then it becomes a question of which accounts and structures can carry that intention.
What this covers
What legacy planning starts with
1
What is for whom
2
When they receive it
3
What you want said
4
Who administers it
More in Estate & Legacy Planning
Talk it through before you decide anything.
Tell us where you are and what you are trying to protect.