Legacy Building

The Final Reward of a Life of Enrichment

What is a Legacy?

In today’s financial jargon, we often use the term “legacy building” to mean “the process of making charitable bequests.” Although building a legacy often includes charitable contributions, we believe it is much more than that. A legacy is something that is handed down. It might be a cherished item, money and wealth, or perhaps special morals, values and traditions.

At The Enrichment Group, we believe that legacy building is the final reward of leading a life of enrichment. Whether you realize it yet or not, you have something important to give – and that something is your legacy. That is why we offer legacy building services to help you discover and build a legacy of your own.

What Type of Legacy Do You Want to Leave?

Since 1987 we’ve helped clients build and leave a legacy – and each client has had unique goals and objectives. Your legacy is extremely personal. A personal financial planner can help you uncover and define the legacy you want to leave. Your strategy for leaving a legacy will become part of your personalized Enrichment Plan.

As you work through this process, you may discover that you want to encourage your heirs to live out specific family values like:

  • Pursue an education
  • Purchase a home
  • Pursue a career
  • Give back to the community
  • Create new family traditions
  • Tell your story for your children and grandchildren to cherish
  • Provide charitable contributions to organizations of interest

The Key to Building a Legacy

The Enrichment Group can help you brainstorm creative and practical ways to leave your legacy, and help you to implement those ideas.

Here are a few legacy building techniques that we’ve developed in the past:

  • Design your estate plan so that it encourages your heirs to live out family values. Reward them with a portion of their inheritance after they make good life decisions.
  • Create a tradition of giving by making a “date” with your children to serve together in the community.
  • Show your family how important they are by handwriting a special note and placing it with your will or trust.
  • Give back to your community with a charitable bequest to organizations that are important to you.

If you are ready to build a financial plan that allows you to build and leave a lasting legacy, give us a call at (305) 274-1600 or contact us online.



Wants to Leave a Legacy

Patricia is a caring mother and grandmother. She has a wonderful relationship with her daughter Nancy and her granddaughter Amanda. They have always managed to find time to spend weekends together and enjoy long phone chats.

Patricia is in the middle of her estate planning and is starting to think about building her legacy. Particularly, she wants to leave charitable bequests to several community organizations and also create a new family tradition of giving back. How can she give to her charities without short-changing her family?

She’s not exactly sure how to do it, but thinks a donor-advised fund or community foundation could be the answer. They could add to it each year and choose the recipients together as a family.

Do you want to leave a legacy that promotes giving and family values?

Contact the Enrichment Group for Advice >>