Locking in Your Legacy

The WIN “Locking in Your Legacy” event, hosted by Vanguard, placed a strong emphasis on empowering women to take control of their wealth and estate planning. The panel of experts provided valuable insights into the emotional, practical, and strategic aspects of legacy planning. Some of the key themes discussed included Values Over Valuables, Estate Planning is a Living Process, Family and Alignment, and Preparing the Next Generation.

Here are some actionable takeaways from the event:

• Start Early: Don’t wait for a crisis or for “enough” money—begin planning now.
• Know Yourself: Define your values and let them guide your decisions.
• Break the Silence: Normalize conversations about money and legacy within your family. Avoid starting with dollars; instead, ask questions that spark meaningful conversations, such as, “What do you value now and as you age?”
• Take Action: Make one tangible step today—review your documents, start a conversation, or consult an advisor.

In summary, locking in your legacy is about living with purpose and intention, not just preparing for the future. By actively engaging in estate planning, aligning with your values, and involving your loved ones, you can ensure your legacy empowers future generations.