What Is Legacy Planning and Should I Do It?

Legacy planning isn’t just about what happens after you’re gone — it’s about making intentional choices today that protect your loved ones, your values, and your hard-earned assets for tomorrow. Think of it as creating a roadmap that ensures your wishes are honored and your story continues, even when you’re not there to tell it.

At its core, legacy planning involves more than drafting a will. It’s a comprehensive approach that includes organizing your finances, safeguarding property, and ensuring your medical wishes are clearly understood. This might include preparing essential documents like advance medical directives, powers of attorney, and living wills — tools that give your family peace of mind during difficult times. It’s also about protecting physical assets such as homes, family heirlooms, or businesses, so they’re transferred smoothly and in line with your intentions.

But legacy planning isn’t just for retirees or the wealthy — it’s for everyone. Whether you’re a young professional just starting out or a parent raising a family, taking the time to plan now can prevent confusion and conflict later. It’s one of the greatest gifts you can give to those you love: clarity, stability, and direction.

And while the topic might sound serious, there’s something deeply empowering — even fun — about designing your legacy. You get to decide what values you want to pass on, what causes you want to support, and how your life’s work can continue to make a difference. Legacy planning is really about celebrating your life’s journey and putting the finishing touches on the story only you can tell.

Start today — because the best legacies aren’t left by accident; they’re created with heart, purpose, and joy.