When you are building a legacy plan, it is important to understand your legacy is not just about your financial legacy. You should also focus on passing down family history, work ethic, and community outreach goals to the next generation. This will allow the next generation to learn more about your family’s value system so they can make better life decisions in the future.

Casey Smith also recommends reading Hero on a Mission: A Path to a Meaningful Life by Donald Miller. This book explains the importance of setting up a value system for yourself. In Miller’s book, he explains that he starts the day by writing his obituary, which helps him understand his end goal and what is most important to him. Reading this book could help you think through the best way to lead a meaningful life and leave a legacy you can be proud of.

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Casey Smith
President, Wiser Wealth Management

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