![]() Retirement |
Education |
Lifestyle Enhancement |
Family Legacies |
Charitable and Community Bequests |
Family Legacies. Although rare, some families have been blessed with resources from their progenitors, and want those resources to continue in the future. But you're likely to have developed your own wealth, through a successful career or profession, through hard work in your business or through sacrifice and frugality. As the first in your family to have any financial wealth, it may be important for you to protect and preserve it for the next generation. Leaving a family legacy also includes making sure your spouse and other loved ones are taken care of financially in case of unanticipated death.