Legacy Idea Vault - Beyond Wealth Planning

Everyone can pay it forward.
Create a positive legacy using free ideas.

Wealth Planning

Creating Good Ancestors

Using these atypical ideas can help create future generations of good ancestors, effectively empowering people with the opportunity to make a difference in their families’ lives and beyond, perhaps for generations to come….

Wealth Plan, Old Money Ideas and New Money Ideas

Old Money + New Money Ideas

These legacy ideas are a mix of old money generational strategies and new progressive creative ideas compiled together.

Succession, Legacy Planning and Wealth Education

Planning + Education Are Key

Rather than focusing on the details of typical wealth building tactics (such as building a business or stock investing), consider using planning and education strategies to help multiple future generations.

Middle Class Legacy Wealth Stewardship

Middle Class Opportunity

The middle class also has the ability to create a legacy, similar to what upper class families have accomplished in the past. Old money strategies for the wealthy can be combined with novel ideas and used to create new money family legacies. Starting with wealth is of course useful, but certainly not essential, as many of these tactics can be implemented while also building a primary nest egg.

Learn and Teach Stewardship

Creating a Legacy

Rather than simply passing along money to a future generation, creating a legacy is a combination of stewardship of money, family, community, and the natural world.