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How to Start Legacy Planning

How to Start Legacy Planning

The unfortunate reality is that many individuals reach their later years wondering where time went. Caught up in the daily grind, we forget to assess life's journey. Legacy planning offers a purposeful and intentional way to navigate life's decisions and prioritize what truly matters. Though not rocket science, it demands time and effort to set your legacy on an intentional path. Answering these legacy planning questions is a crucial starting point.

What's happening now?

Assess your life's legacy – job, mortgage, children, savings. Break it into categories, reflecting on who you are in each area. Are you content, and if not, what changes can you make? Consider fitness, education, spirituality, family, health, and finances. Define your goals, identify barriers, and commit to living your best life while preparing for the future.

What needs preparation?

 The IronClad Family focuses on preparing for life's unexpected events. Address tough questions early. Ensure sufficient life insurance, establish guardianship plans for children in a will, and set up trusts and educational funds. Plan investments, retirement goals, and comprehensive financial strategies. IronClad Family assists in safeguarding the legacy for your family's future.

Don't Wait Until It's Too Late

Addressing these matters may be daunting, but the alternative is far worse. IronClad Family is dedicated to preserving your family's legacy, providing crucial information during unforeseen circumstances. Explore our blog for more readiness tips and take advantage of our 7-day free trial to experience the value we add to your life. Start life planning with the IronClad Family TODAY!

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