Pass it on the way the wealthy do
Legacy is the last of the four moves: Plan, Grow, Protect, Legacy. It's where decades of strategy either reach the next generation intact, or get eaten by taxes, delay and guesswork.
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Education, not personal advice.
Estate basics
An estate plan is simply the written instructions for what happens to what you own. Without one, a court decides, on its own timeline, using its own rules, not yours. A clear plan names who gets what, who's in charge, and who cares for anyone who depends on you.
Trusts
A trust holds assets on behalf of the people you choose, under terms you set while you're alive. The wealthy use trusts to avoid probate, keep family matters private, and control how and when money reaches the next generation, not just that it does.
Survivorship policies
A survivorship policy covers two people, usually spouses, and pays out after the second person passes. It's often used to cover estate costs or to hand down a specific amount intact, timed to exactly when it's needed.
Passing on a business
A business is often a family's largest asset, and its hardest to pass on cleanly. A legacy strategy sets out who takes over, how the rest of the family is treated fairly, and how the business keeps running through the transition instead of stalling.
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