"Building a wining planning team" is essential to creating and upholding a healthy and stable lifestyle. I want to fill my planning team with trustworthy, honest, caring people who care about me, my wellbeing, and my success. My goal is that my planning team will consist of people who share my values and convictions in life and who push me to be a better person. My hope for my legacy in life is that I will be known as someone who lived a life full of love. I want to leave a legacy of someone who cares for others, works hard, perseveres, and makes people laugh every now and then.
Tactics:
1. Build my team with people who are wise, hard working, and caring
2. Plan for major life events thoroughly and thoughtfully
3. Stick to my values
4. Make no major life decisions without consulting my planning team
5. Always remember that I am living my legacy now
Tactics:
1. Build my team with people who are wise, hard working, and caring
2. Plan for major life events thoroughly and thoughtfully
3. Stick to my values
4. Make no major life decisions without consulting my planning team
5. Always remember that I am living my legacy now
artifacts:
Part 1: Designing Your Legacy:
http://giftplanning.aarp.org/lasting-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lasting-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lasting-3.php (Links to an external site.)Links to an external site.
Part 2: Maintaining Control Over Life and Financial Decisions:
http://giftplanning.aarp.org/lastinga-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastinga-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastinga-3.php (Links to an external site.)Links to an external site.
Part 3: Controlling the Disposition of Your Assets:
http://giftplanning.aarp.org/lastingb-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-3.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-4.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-5.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-6.php (Links to an external site.)Links to an external site.
Part 4: Building Your Planning Team:
http://giftplanning.aarp.org/lastingc-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-3.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-4.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-5.php (Links to an external site.)Links to an external site.
Celebrating My Charitable Legacy:
http://aarpcares.aarp.org/site/DocServer/Celebrating_Charitable_Legacy_Wkbk_Editable_FinalLinks to an external site."Out of the Blue: Quiet Man’s $4M Donation Makes Good Nonprofit Lesson"
https://nonprofitquarterly.org/2016/09/07/out-of-the-blue-quiet-mans-4m-donation-makes-good-nonprofit-lesson/ (Links to an external site.)Links to an external site.
"Generous Surprise Gift Left To DIA from Former Art Teacher and Volunteer"
https://nonprofitquarterly.org/2016/01/15/generous-surprise-gift-left-to-dia-from-former-art-teacher-and-volunteer/ (Links to an external site.)Links to an external site.
http://www.financial-planning.com/news/ex-nfl-player-mega-millions-winner-press-78m-claims-against-morgan-stanley (Links to an external site.)Links to an external site.
Please view this video featuring three professionals from Regions Bank:
https://www.youtube.com/watch?v=GB1ri4l94Cw&feature=youtu.be (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lasting-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lasting-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lasting-3.php (Links to an external site.)Links to an external site.
Part 2: Maintaining Control Over Life and Financial Decisions:
http://giftplanning.aarp.org/lastinga-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastinga-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastinga-3.php (Links to an external site.)Links to an external site.
Part 3: Controlling the Disposition of Your Assets:
http://giftplanning.aarp.org/lastingb-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-3.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-4.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-5.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingb-6.php (Links to an external site.)Links to an external site.
Part 4: Building Your Planning Team:
http://giftplanning.aarp.org/lastingc-1.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-2.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-3.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-4.php (Links to an external site.)Links to an external site.
http://giftplanning.aarp.org/lastingc-5.php (Links to an external site.)Links to an external site.
Celebrating My Charitable Legacy:
http://aarpcares.aarp.org/site/DocServer/Celebrating_Charitable_Legacy_Wkbk_Editable_FinalLinks to an external site."Out of the Blue: Quiet Man’s $4M Donation Makes Good Nonprofit Lesson"
https://nonprofitquarterly.org/2016/09/07/out-of-the-blue-quiet-mans-4m-donation-makes-good-nonprofit-lesson/ (Links to an external site.)Links to an external site.
"Generous Surprise Gift Left To DIA from Former Art Teacher and Volunteer"
https://nonprofitquarterly.org/2016/01/15/generous-surprise-gift-left-to-dia-from-former-art-teacher-and-volunteer/ (Links to an external site.)Links to an external site.
http://www.financial-planning.com/news/ex-nfl-player-mega-millions-winner-press-78m-claims-against-morgan-stanley (Links to an external site.)Links to an external site.
Please view this video featuring three professionals from Regions Bank:
https://www.youtube.com/watch?v=GB1ri4l94Cw&feature=youtu.be (Links to an external site.)Links to an external site.