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    Holistic Legacy Planning: It's About More Than the Money

    by Kelly LaVigne, J.D., Vice President, Advanced Markets, Allianz Life Apr 23, 2019 4 minutes

    Planning your legacy can be a complicated process. Navigating how to pass on financial assets, real estate and possessions can be stressful, and some people end up putting it off due to concerns about difficult conversations with family, confusion around addressing a complicated topic, or even fears of confronting their own mortality.

    But when planning your legacy and what you'll leave behind, remember that financial assets and real estate are just part of a person's legacy. While finances are an important aspect of planning, deserving plenty of time and thoughtfulness, your legacy includes much more, such as family traditions, fond memories and meaningful valuables to the loved ones you leave behind.

    Here is an easy checklist that covers everything from finances to personal items of

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