Episode 22 – How to Write Your Legacy Letter

Episode 22 – How to Write Your Legacy Letter

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.

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.

Comments are closed.