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Concept
Legacy Planning
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Summary
Legacy Planning
is a comprehensive process that involves preparing for the
Transfer of an individual's assets
, values, and responsibilities to
Future Generations
, ensuring both
Financial Stability
and the preservation of personal and familial legacies. It extends beyond
Traditional estate planning
by incorporating elements like philanthropy,
Ethical wills
, and
Family Governance
to create a
Lasting Impact
that aligns with the
Individual's values
and vision.
Concepts
Estate Planning
Wealth Transfer
Philanthropy
Ethical Will
Trusts And Estates
Tax Planning
Family Governance
Succession Planning
Charitable Giving
Financial Planning
Deferred Gifts
Philanthropic Planning
Relevant Degrees
Family and Inheritance Law 57%
Public Revenue 29%
Social Benefits and Allowances 14%
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