For Generations to Come

The month of August is back to school for many families and is also What Will Be Your Legacy Month, which has inspired this month’s Zinsurance blog.  Especially during back to school, the hustle and bustle of more demanding schedules, juggling many activities and responsibilities, and preparing for the onset of numerous holidays places family in the forefront as you prepare to manage it all on a day-to-day basis.

Whether you are a Millennial, Generation X, Baby Boomer, or of the Silent Generation, taking care of your next generation takes on very different priorities depending on how you are approaching your financial planning right now.  The question then becomes, are you covering all your bases or taking a chance that could negatively impact what you desire for your next generation or is unintentionally hindering your ability to leverage your income and assets right now as effectively as you could.  
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If legacy planning is important to you as an aspect of your financial plan, considering what it will look like for your next generation while also taking care of your needs throughout your life are key considerations. 

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