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PRESENTATION TOPIC #5
Future Legacy
What’s your plan to protect and perpetuate your legacy after you’re gone or do you even have a plan? (i.e., Trusts, Wills, Insurance, etc.)
Presented by Lori Wilson
PRESENTATION DETAILS
Do you have a plan in place to ensure your legacy lives on after you’re gone? Whether it’s for your family, a business, or a cause you’re passionate about, establishing a financial legacy is essential to protect and distribute what you’ve worked hard to build. In this 45-minute Financial Legacy session, we’ll focus on creating a tailored plan that secures your assets, fulfills your wishes, and provides peace of mind for the future. The presentation will guide your audience through estate planning essentials, asset protection strategies, and ways to seamlessly pass on wealth and values.
TOPICS COVERED
Here's what attendees will learn from this engaging and insightful presentation:
- Understanding Your Legacy Goals → A clear framework to define their vision for the future. Whether their priority is supporting family, a charitable cause, or a business, we’ll explore how to incorporate their core values into their legacy plan.
- Estate Planning Essentials → Insight into the most critical components of a legacy plan, such as wills, trusts, and powers of attorney. Participants will learn how these legal structures work together to ensure their wishes are clearly documented and upheld.
- Asset Protection and Tax Planning → Strategies to minimize tax burdens and protect wealth from potential risks. We’ll cover options like trusts, insurance solutions, and tax-efficient charitable giving to preserve more of what matters for future generations.
- Guiding Heirs and Successors → Tips on how to prepare and educate heirs to manage the legacy being passed on. This will include practical ways to communicate intentions and ensure successors feel confident in carrying out the plan.
WHAT YOU’LL WALK AWAY WITH
By the end of this presentation, you’ll have:
- A Legacy Planning Overview → Participants will leave with an effective plan for protecting and distributing their assets. Key concepts like the importance of wills, trusts, and beneficiary designations will be highlighted, ensuring a basic but clear understanding of legacy essentials.
- Essential Asset Protection Strategies → Learn practical approaches to safeguarding wealth and minimizing tax burdens. We’ll discuss foundational tools such as basic trusts, insurance considerations, and efficient wealth transfer methods.
- Peace of Mind and Clear Next Steps → Attendees will gain confidence in their legacy planning, understanding the immediate actions they can take to ensure their assets and wishes are protected for future generations.
Attendees will have the knowledge to create a comprehensive and values-driven legacy plan. They will leave feeling empowered with a step-by-step approach to protecting their assets, reducing tax liabilities, and ensuring their financial wishes are respected. This isn’t just about transferring wealth—it’s about preserving values, providing for loved ones, and building a legacy that endures for generations. Take the first step in planning for a secure and meaningful future.
DURATION / FORMAT
- TIME: This is a 45-minute presentation.
- FORMAT: Sessions are typically held via Zoom, with interactive discussions and a live Q&A session at the end.
Contact Lori's office to see if she has a calendar opening to speak to your group on this topic (and possibly others). Your inquiry will surely receive a prompt reply.
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As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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