Legacy Planning Is Not Estate Planning

In this Future Financial Planner video, Paul Taylor explains why legacy planning should not be confused with estate planning.

The message is that estate planning focuses on preparing money to transition, while legacy planning goes further. It is about preparing more than money to transition — values, life lessons, family meaning, responsibility and the people who will receive wealth.

This supports Paul’s work around estate planning, legacy planning and stewardship of wealth, helping advisers create deeper conversations with clients who want their wealth to have meaning beyond the numbers.