Generations in Harmony: Planning for Legacy and Togetherness
Rethinking What We Leave Behind When people think of the word legacy , their minds often jump straight to money or property. However, ask any family what they truly value, and the answer usually involves time spent together, shared memories, and lessons that shape the next generation. Multi-generational planning is about weaving those threads into a fabric that lasts—blending financial foresight with intentional connection. Making Planning a Family Activity Planning doesn’t have to be dry or overwhelming. Instead of limiting it to spreadsheets or legal papers, families can turn it into something interactive. For example, a family could set aside an afternoon each season to discuss upcoming goals—whether saving for education, organizing a reunion, or helping aging parents. Involving everyone makes it clear that the plan isn’t a top-down directive but a shared vision. When Finances Support Quality Time It’s easy to overlook how money and time are linked. A family that prioritizes creatin...