The terms “legacy” and “legacy planning” are being increasingly used by wealth managers, estate planners and other financial advisors. Unfortunately, these terms are mostly used as synonyms for “estate” and “estate planning.” Learn the true meaning of your legacy and how you can proactively plan and build your legacy through a legacy plan.

This global pandemic is happening to all of us and it will be part of each of our legacies. Your traditional financial assets can do very little in this time and, in fact, many have lost money because the markets have all been negatively affected. Now is the time to use your human assets to define your legacy. Now is the time you can invest in and grow your human capital through this experience.