Legacy Defined
What is Legacy Planning?
Introducing The Legacy Pyramid
I Am Not Famous, Do I Have A Legacy? Who needs Legacy Planning?
Introduction to Estate Planning
Who Needs to Plan their Estate?
How Legacy Planning & Estate Planning work together
How Estate Taxes Work
Wills & Estate Planning
How to Write a Will
Planning Directives
Probate
Types of Trusts
Life Insurance
Charitable Giving
General Gifting
Multi-Generational Philanthropic Programs & Non-Profit Foundations
Long-Term Care Planning
Business Succession Planning
Preserving Family Traditions & History
- What is a Family of Affinity?
- Personal Legacy Statements (Ethical Wills)
- Legacy Letters & Videos
- Organizing the Family
- Incorporating the Family
- Family Meetings and the Board of Directors
- Family Mission Statements
- Record Keeping & the Patronage of the Arts
- Family Libraries
Legacy Planning Tools
- The Legacy Pyramid
- Definitive Chief Aims
- Personal Mission Statements
- Strategic Life Plans
- Memoirs & Autobiographies
- Arts
The American Institute of Legacy & Estate Planning 
Leave a Reply