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Everyone thinks about his or her legacy. Questions pop into your mind. What was passed along to me? What will I pass along? How will I secure the future of my family? What impact can I make and how? Will it make any difference?
There is substantive impact you can make – and that’s a good thing for you and those you choose to help. The concept takes fruition when it is framed around the idea of “giving forward” - contributing ahead for the better good of your loved ones and the causes you most value.
Steps to prepare for this journey may seem small and even inconsequential today. But remember, it is not how strong you start but how you finish. And finishing with a flourish requires several things. A vision of how you will deploy your assets to meet the needs of others and a clear-cut plan to get you there.
Simply put, the foundation of a “giving forward” plan requires diligence around a combination of these four steps:
These are 4 important financial / legal steps that will create a strong and purposeful base for your future and help secure your legacy. Regardless where you are in this process, constant updates and refreshes will be necessary to make maintain relevance and accuracy.
Trinity Lutheran Foundation has a lot of knowledge on this subject. In fact, TRF is conducting a Wills, Trust, Powers of Attorney Workshop, Feb 4, to share the basics and provide everyone who attends free notarized Powers of Attorney for medical, financial and real estate. Leasa Baugher, a local Wills & Trust attorney will lead this workshop. Leasa will offer one free consultative follow-up appointment for attendees about establishing / updating wills and/or trusts.
Here are the details:
Wills, Trust, Powers of Attorney Workshop
Sponsor: Trinity Roselle Foundation
When: Saturday, February 4, 9-noon
Guest Speaker: Leasa Baugher, Wills & Trust Attorney
Where: Family Life Center, Trinity Lutheran Church, Roselle
Who: Adults 25+ with or without families
Food & Beverage: Continental Breakfast Provided
Contact: Reach out to Ray Pagels @ (847) 226-2262 or
Make a reservation to attend now as space is limited. We expect to reach capacity for this event
** All who register before Feb 1 will get a personalized, notarized powers of attorney for medical, financial and real estate.