• 1-Minute Video
  • |
  • Aug 01, 2019

Why You Should Begin Legacy Planning Now

Learn how a family tree can help you visualize your plans.

J. Michael Collins, Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, shares how a family tree can help you begin to think about your financial plan:

  • A legacy plan is a vital part of your overall financial plan
  • Thinking about legacy plans early allows more time to set those plans in place
  • Drawing a family tree can help you and your spouse visualize the financial relationships in your lives
  • Mapping out these relationships can clarify how you plan to leave a legacy