By Victor Colella, CFP

As an advisor to individuals and families, we often find ourselves talking with our clients about their legacy. This typically starts with a simple but difficult question: When they’re gone, how would they like to impact their loved ones, their communities, or causes that they care about? You can likely imagine where the conversation goes from there — we talk through their feelings about gifts to their family, whether they want to leave anything to the charities or causes they support, and even how they want their pets to be cared for. These conversations about their mortality usually get to the core of what’s important in their life, and often become critical guideposts to help them get the most out of their financial assets.





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