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Critical Element of the Week: Legacy Planning
This Week’s Focus: Creating a Legacy of Values
Elements in Focus – January 2, 2026

Presented by: Daren Hardesty, CFP® and Aaron Rheaume, CKA®

In this week’s discussion, Daren and Aaron explore legacy planning beyond finances—focusing on the values, intentions, and decisions that shape how you’re remembered by future generations. They explain why a true legacy plan goes further than documents and addresses the personal details that can ease family stress and reduce conflict during difficult times. Topics include:
-Why legacy planning is more than wills and trusts
-How values, intentions, and communication shape generational impact
-The importance of organizing estate documents alongside personal wishes
-Preplanning funeral arrangements to reduce emotional burden on loved ones
-How small decisions can prevent unnecessary family conflict
-Using memorandums to assign personal items and family heirlooms
-Why planning non-financial details can be one of the greatest gifts to your children

A thoughtful legacy plan helps your family focus on honoring your life—not navigating uncertainty or disagreement. Daren and Aaron explain how addressing both financial and personal considerations can create clarity, preserve relationships, and pass down values that last far beyond the balance sheet.

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