Leave a Legacy: Family Stories

Contributed by Drew McMillin

In retirement you take the time to review the estate plans you have made. Who and how will you leave your inheritance behind?

Drew recently had the pleasure to celebrate his grandmother’s 90th birthday with multiple generations of his family. He heard story after story of how his grandmother impacted each of their lives, instilled values, and created family traditions to be savored. It got him thinking about all the other families and family stories that are forgotten as kids grow up and start their own families. How much do you know about your great-grandparents?

What if as you build your wealth and prepare a plan for your inheritance, you also included all the stories and traditions that shaped who you are and your family?

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