1. An Introduction to Legacy Planning
Welcome!
This workshop is designed to help you take a moment to think about who and what things in life are most important to you – the people and things so important that you want to make sure they are taken care of even after you’re gone.
An Introduction to Legacy Planning
Agency Name
Presenter’s Name
Agency Phone number
Contact
Agency Street Address
City, State, Zip Code
ALR /18

2. WHO AM I REALLY? WHAT ARE MY VALUES?
Consider your answers to these questions ...

3. As We Begin
Money is not the most important thing in life. Your values and your loved ones are.
As we begin this workshop, there are a few things we need to think about ... one being the thought that money is not the most important thing in life. Our values and our loved ones are.

4. As We Begin
Money is not the most important thing in life. Your values and your loved ones are.
Before you can make important decisions about your legacy, take a moment to think about who and what is most important to you.
It’s crucial to go through this thought process before you make important financial decisions about your legacy.

5. As We Begin
Money is not the most important thing in life. Your values and your loved ones are.
Before you can make important decisions about your legacy, take a moment to think about who and what is most important to you.
Your financial decisions are stronger when they are also built on the foundation of what and who you value most.
Your financial decisions stand stronger when you build them on a foundation of who and what you value most.

6. What We Will Look at Today1
What is a legacy? 2
What is MY legacy?
In the course of this workshop, we will define the term legacy ... and explore specifically, what you want your legacy to be.
And finally, we will talk about ways to put your legacy into action.
What to do next: How to translate your legacy into action. 3

7. What is a Legacy?
How do you want to be remembered by the people you love and the causes you support?
What is the meaning of your life? To pass your values and assets on to your loved ones — together, they are your legacy.
Your Loved Ones
Your Values
Your Assets
Your Legacy
What is a legacy?
First and foremost, it's how you want to be remembered by the people you love and the causes you support. In short, your legacy is the way you pass on the meaning of your life.
When you combine your values and assets with your loved ones, this is your legacy.
But before we talk about money and assets, let's spend a couple of minutes talking about values.

8. WHAT YOU VALUE

9. Different People, Different Values
Community
Hospital
Disaster Relief
Children's Program
Literacy Program
Medical Research
Religious Organization
Art Museum
Orchestra
Different people value different things.
Your life experiences are the guiding principals to what is important to you. Maybe it’s your church, your community or your local hospital. Perhaps it is literacy, disaster relief, medical research or arts programs. The important thing here is to think about what you are passionate about.

10. Different People, Different Relationships
Three Sisters
Twins
Eight Nieces & Nephews
Four Children
12 Grandchildren
Younger Brother
One Son & Two Daughters
One Grandchild
Just as people can have different values, they can also have different relationships. Some may have many children and grandchildren. Others may be concerned for nieces and nephews or siblings. Some of your loved ones may have special needs. It is important to think about how each person fits into your legacy plan.

11. My Beneficiaries Who do you want to help or support?
The challenge is to think about who you want to support even after you’re gone. Ask yourself:
Who do you want to help or support?

12. My Beneficiaries Who do you want to help or support?
Who do you want to remember you?
Who do you want to remember you?

13. My Beneficiaries Who do you want to help or support?
Who do you want to remember you?
Who do you want to share in your legacy?
Who do you want to share in your legacy?

14. My Beneficiaries Who do you want to help or support?
Who do you want to remember you?
Who do you want to share in your legacy?
My children
My grandchildren
Other relatives
Friends
Other people
Institutions
Pets
Additional considerations — special needs
Many people think about:
Children
Grandchildren
Other relatives
Friends
Institutions
Pets
Additional support for someone with special needs

15. HOW YOU LEAVE YOUR ASSETS

16. More than Money
Your legacy is the combination of your values and assets, and how they are shared with your beneficiaries.
You can combine what you value with how you leave your assets — in a way that reinforces your values.
Your legacy is more than money. It is the combination of your values and assets, and how they are shared with your beneficiaries.
You can combine what you value with how you leave your assets — in a way that reinforces your values.

17. A Legacy of Education Your Loved Ones Your Legacy Your Values
Let’s assume that education is one of your top priorities. Instead of leaving money to a niece, for example, with the appropriate planning and arrangements, you can leave her a scholarship or prepaid tuition to school. This kind of arrangement helps reinforce "education" as one of your most important values and helps define your specific legacy.
Your Values
Your Assets

18. Ways to Leave a Legacy
Leave assets (money or property) to people you value
Choose among a wide variety of legal arrangements
Wills
Trusts
Use different financial arrangements for wealth transfer
Titling of investments
Naming beneficiaries of life insurance
There are many ways to leave a legacy.
You can
leave assets (money or property) to people you value
transfer assets in ways that reinforce your values and choose among a wide variety of legal arrangements such as wills and trusts, with the help of legal and financial professionals
use different financial arrangements to transfer wealth by titling investments as joint tenants, tenants in common and so on; or by using beneficiary designations on your life insurance that may help you pass on your assets tax-free.

19. NEXT STEPS

20. Now What?
Different solutions can help you translate your legacy into action:
Legal solutions
Investment solutions
Life insurance solutions
Ask questions.
Put your dreams in motion.
You've taken the first step toward defining your legacy — now what? Different solutions can help you translate your legacy into action:
Legal solutions
Investment solutions
Life insurance solutions
Don't be afraid to ask questions. Your dreams can't come true until you put them into motion.
Remember — it's your legacy. Pass it on!
Thank you.

21. Disclaimers
This presentation is intended for general consumer education purposes and is not intended to provide legal, tax or investment advice. Life insurance offered through Allstate Life Ins. Co. & Allstate Assurance Co., 3075 Sanders Rd, Northbrook IL 60062; American Heritage Life Ins. Co., 1776 American Heritage Life Dr., Jacksonville FL In New York, life insurance offered through Allstate Life Insurance Company of New York, Hauppauge NY. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE (877) Check the background of this firm on FINRA's BrokerCheck website Please note that Allstate or its agents and representatives cannot give tax or legal advice. The brief discussion of taxes in this presentation may not be complete or current. The laws and regulations are complex and subject to change. For complete details, consult your attorney or tax adviser. © 2015 Allstate Insurance Company
ALR /18