Episode 22 – How to Write Your Legacy Letter
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Have you ever considered writing a legacy letter for your loved ones?
In this episode, Royal Standley shares client examples and his own personal example of how a meaningful legacy letter can add heartfelt value to an estate plan. After all, passing along words of appreciation, thoughts, and intentions to your loved ones will stay with them a lot longer than any amount of money ever will.
In this episode, you’ll learn:
- About the benefits of using a trust
- Why it’s important to have an advanced directive or a buy/sell agreement
- What the value and purpose of a legacy letter is
- Recommendations on what to include in your legacy letter
- How to file your legacy letter for safekeeping
- And more
Tune in now and learn how to write your own legacy letter.
Resources: Oregon Pacific Financial Advisors, Inc.
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.