By Lisa McCurdy, the Legacy Architect™
This begins a series of articles that provide actionable tools to integrate conversations about legacy, estate planning, and asset protection into your everyday life with your family, across the generations, in a way that makes it easy. You’ll do so with confidence. And your family will thank you. They’ll feel heard, included, and empowered. No longer will legacy be a shunned, unspoken, abandoned topic until a crisis. Your family won’t be one that falls prey to the turmoil that comes from avoidance.
Become the ancestor your family remembers with gratitude.
We will uncover the tools to share the “why” behind “legacy,” which encourages consensus, collaboration, and participation. We will help you move your family toward a common vision to strengthen resolve and generate greater family consensus that leads to successful generational results.
We fully embrace the age-old saying: “If you want to go fast, go alone; if you want to go far, go together.” We emphasize that individual efforts enable speed, but teamwork and collaboration are essential for long-term, sustainable success. That applies to families, too. When families collaborate as well-functioning teams, successful wealth preservation and sustainable wealth stewardship are the prize!
Three out of four families that avoid “legacy talk” must start their wealth journey over by the third generation. The implications are devastating.
Yes, building your legacy is great, but have you ever discussed how you will protect it across generations?
I get raised eyebrows when I say this, but your family can spend an entire generation building wealth and pass it on to the next. Without deep conversations about your family values, it can all be lost in the blink of an eye. We must get back to talking about what matters most: values and guiding principles.
Plan with purpose. Become the ancestor your family thanks for protecting both their assets and their unity.
Check back here monthly. Gather the family across generations and include other branches of the family tree. We’ll guide you through challenging topics, helping you navigate to liberate results.
At a time when history is being rewritten, it’s up to us to preserve our stories, protect our wealth, and prepare future generations to steward all of the above. Together, let’s write the memoir of our lives, which is our legacy.
