October Is Family History Month: What Is Your Legacy?

Ah, fall is in the air.


After a warm and long summer, the changing of the seasons reminds us of the impermanence of life; I suppose this is why Family History Month falls into October.


Family is perhaps one of the most important things in life. They are there for us during our lows and highs and have helped shape us into the people we are today.


Most people, including myself, find it fascinating to learn about their family history. I recently discovered that my family traces its roots from Minnesota to Scandinavia, with journeys on the Mayflower, helping Abe Lincoln become President, and being placed at other significant historical locations throughout time.


However, I would have never discovered these tales if it wasn't for those before me who took the time to tell me them.


Sharing your history with younger generations, plus what you have learned about those who came before you, is a great way to connect with those who matter most. And while you are doing so, it is essential to start creating a plan for how you wish to be remembered.


Legacy and estate planning help us share our love with those who will succeed us, and bringing up our family history during this process can facilitate passionate and meaningful conversations.


Too often, legacy and estate planning are left out of the dinner table conversations, instead being relegated to tiring legal discussions.


At Lundeen Abrams Advisors, we believe that bringing financial planning to the forefront and having impactful discussions is one of the most profound and critical components of helping our clients.


Therefore, we have started our newest blog series on the significance of legacy and estate planning, which will span the remainder of the year.


We are excited to share the various aspects of creating a deliberate plan to help you make the impact you want while also living your life to its fullest.


So, stay tuned because our next post will cover everything relating to beneficiaries, wills, and living trusts, which are the foundational components of a sound estate plan.

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