Clients think of a legacy as leaving a mark of their life’s
• What would you like your epitaph to say?
• If you only had 1 day to live, what would be your biggest
• How do you want to be remembered?
• How much of your estate do you want to leave to your family
or good causes rather than be lost to
• Could I set up a Trust so that money can go to good causes
on an ongoing basis?