Not Having Kids or a Spouse/Partner Does Not Mean Legacy Planning Doesn’t Matter
As birth rates continue to decline, it is possible that more investors may not have children or other dependents to support. This does not mean that they should not plan for their legacy. This can be an opportunity to make a true difference in their community through supporting charities, institutions, or other organizations that are important to them and others. This is a great conversation to have with your financial professional as it can make a positive impact for years to come.
This information is provided for general education purposes only and is not intended as specific advice for any individual.
Seek professional advice before taking any action in regard to your finances.