Financial Planning

Make Thanksgiving Meaningful

November 17, 2022

When you’re gathered around the Thanksgiving table with loved ones this year, you have the opportunity to share your values and hopes for the next generation. Do you want them to follow their dreams? Give back to those less fortunate? Take care of each other?

Thanksgiving conversations can be what you make of them. We share discussion ideas to help you deepen bonds and guide your legacy.

  1. Share something meaningful you’ve done with your money. This can inspire conversations about building a business, taking memorable vacations, or giving back (and specific charitable organizations you’d like to support).
  2. Describe what success means to you. For some people, success is about financial security, but for others, it could be about being a leader in the community or achieving something personally meaningful (such as running a marathon).
  3. Talk about a failure you experienced and what you did to overcome it. This topic can be important for the younger generation to hear. They may see you as successful without understanding how you got where you are today or challenges you had to surmount.
  4. Discuss your greatest accomplishment. Your children and grandchildren may be surprised to learn you used to have a fear of public speaking, went backpacking around Europe as a teenager, or defended a schoolmate who was being bullied. Thanksgiving is a great time to share our fondest memories.
  5. Thank someone, even if they are not sitting around your table. Inspire a thankful mindset by taking a moment to acknowledge someone who cared for you during an illness, taught you something meaningful, or did something to make you smile. An attitude of gratitude can be good for your health!

Washington Trust Wealth Helps You Plan Your Legacy

Providing for loved ones goes beyond passing down financial wealth. How will your family use the assets you leave them? As you gather around the table enjoying your favorite holiday fare, why not take the opportunity to start conversations that can make your holiday more meaningful?

Your Washington Trust Wealth Advisor helps you create an estate plan and a legacy that makes you proud.

Not yet working with a Washington Trust Wealth Advisor? Please contact us to learn more!

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Any views or opinions expressed are those of Washington Trust Wealth Management. The information provided does not constitute legal, tax, or investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status, or investment horizon. Please consult with a financial counselor, attorney, or tax professional regarding your specific investment, legal, or tax situation. It should not be considered a solicitation to buy or an offer to provide investment advisory or other services. All information is current as of the date of this material and may change at any time without prior notice. The information provided is solely for informational purposes and has been obtained from sources believed to be reliable but its accuracy is not guaranteed.