Our Insights

What is the meaning of our lives? For some of us, it may include living a life filled with adventure, family memories, spirituality, increased clarity, and, in the end, being remembered through the legacy we leave to the next generation. In this month's newsletter, we will focus on the idea of legacy planning, a subject much more meaningful than pure estate planning. It was in the song "I Was Here," by Beyonce that she declares, "I want to leave my footprints on the sands of time. Know there was something that meant something that I left behind.".

It was the poet T.S. Eliot who once lamented that “April is the cruelest month”. Ben Franklin famously said, “In this world nothing can be said to be certain, except death and taxes”. And then there is Pink Floyd who captured the sentiment of so many, “Money. Get Back! I'm alright, Jack, keep your hands off my stack...Money. It's a crime. Share it fairly, but don't take a slice of my pie”. Anyone who has ever looked closely at a paycheck to see the deductions can appreciate those lyrics. It doesn’t mean that we have to enjoy paying those taxes, however.