The Story of You...Pass it on!
Yay! Summer is here!
With school out and vacations to visit grandma and grandpa, aunts and uncles happening, it's a perfect opportunity to think about your legacy - your story and what you are going to leave behind for the next generation and beyond.
One part of your legacy is probably written in your financial plan.
The other part of your legacy is the story of you. The important "assets" that are uniquely yours like traditions, stories, family history, and education. When you think about all that you have to offer, there is so much to steward well into the hands of your children and grandchildren. It's the legacy, the stories, the "all about you" that you want to pass on.
As you start thinking about your legacy and the story of you, here are a few questions to help you get started:
- What do I want to leave for the next generation?
- If I could transfer anything, what would it be?
- What stories do I want to see carried forward?
- What traditions do I want to live on?
The financial assets we have are important, and we all need to make a plan to steward them well to our family and the causes near and dear to our hearts. Covenant Trust can help with that.
But also think about making a plan for those assets that may matter even more - the story of you. Pass on the stories, bring out the old photographs and show them off, share the stories and experiences, the traditions, maybe even the recipes... all the things and moments that have and still enrich your life and bring you so much joy and meaning.
Doesn't it sound like fun to reminisce, to look back at the memories of your past and bring them alive for the future? It's the story of you... pass it on!