1. FOUR DIMENSIONAL PLANNING S M
TRADITIONAL PLANNING LEGACY PLANNING
Financial Organizational
Legal Emotional
Financial Legal Emotional Organizational
 Investments and real estate  Last will and testament  Values and beliefs  Location of documents
 Businesses  Durable power of attorney  Family traditions  Financial information
 Insurance  Medical power of attorney  Lessons and life experiences  Dependent care instructions
 Employee benefits and  Revocable trust  Personal and family memories  Medical background
pension  Asset protection  Wish list of things to accomplish  Funeral arrangements
 Social security death benefits  Tax planning  Memorable messages  Household maintenance
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