Are Legacy Planning Goals a Priority

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Are Legacy Goals a Priority? Integrating Legacy Values into LTC Planning Orientation toward “Leaving a Legacy” Individuals, partners, and families hold a variety of perspectives regarding the value of leaving assets for heirs and charities. For some, “leaving a legacy” (inheritance) is extremely important. Often these individuals have been the beneficiaries of a legacy gift from a parent. However,

others feel less inclined to plan an inheritance for heirs or charities. They may believe that their children are capable of finding financial success without their support, or that an inheritance may not be beneficial to a child. When considering legacy planning, individuals often identify with one of the following perspectives:


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