With Mother’s Day this weekend, we have a chance to honor the influence of the beloved women who shape our families’ legacies. Meanwhile, in the financial world, few legacies compare to that of esteemed investor Warren Buffett. His recent announcement of retiring in 2025 signifies the end of an iconic chapter in investing.
Reflecting on the topic of legacies this week, I wanted to share the article “What Memento Do You Want to Be Remembered By?” and pose that same question to you. From cherished family keepsakes to heirloom furniture or old photographs, these mementos help define the stories that live on for generations.
The anecdotes in the article demonstrate that your strategy involves more than just asset distribution; it’s about the values and stories you want to endure across the ages. Together, we can explore ways to preserve and protect your continuing saga.
Enjoy this article and others curated from the financial world this week, then creatively consider how you want to be remembered. I’d love to hear your story.
What Memento Do You Want to Be Remembered By?
What Your Estate Plan May Be Missing
Wills, Care and Tough Talks: A Mother’s Day Financial Planning Guide
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