Planning Ahead
Deborah Miller, JD, Sr. Director of Planned Giving, West Virginia University Foundation
As part of the estate
planning process, some
people choose to write out
their thoughts about life in a
“personal legacy letter” that is
filed away with their will or
revocable trust. A video could
be an alternative for the same purpose.
It serves as a keepsake for their loved ones to
read or view in the future and states their views
and perspectives on life in a personal way that
other estate planning documents cannot.
effort and the intent behind it.
Such a personal legacy letter or video
remembrance can be a satisfying way to
communicate very important messages. It can
speak volumes about its author’s life and joys and
serve as a connection to times past.
That’s good planning.
It is easier to do this once the other pressures of
estate planning are out of the way. Its purpose is
not to explain any of the financial aspects of the
estate plan but is a way to reach out to others from
the heart.
Whether the letter or video includes secrets
of success, special remembrances, memorable
accomplishments, biographical information, a
discussion on values, or other thoughts, it is meant
to convey what that individual views as their
personal legacy.
Thoughts about how family relationships may
change in the future can also be included. Some
well-chosen words of remembrance can help the
family during a difficult time.
As part of their legacy, many are proud to
include reminiscences about their volunteer work
and support of civic and nonprofit organizations.
Describing the benefits of doing that can guide
others in making choices throughout their lives.
The letter can be plain and simple, handwritten
or typed, or printed onto colorful paper with
photos included. The video can also include
favorite photos and other mementos when
appropriate. It’s up to the individual preparing it,
but family members will definitely appreciate the
Learn how
gifts of land
can help students
attend WVU
For details, contact the
WVU Foundation
304-284-4000
[email protected]
West Virginia Farm Bureau News 21