Blue Modern Elegant Presentation_20250915_205102_0000 (2).pptx

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1. Izzy Ibarreta, Joanna Grezula, Mary Grace Masilang, Reyver Roselada, Nicole Magpantay GROUP 1 : FAMILY LEGACIES AND PLAN

2. •encompass the tangible and intangible assets, values, stories, and traditions that are passed down from one generation to the next. They provide a sense of identity, continuity, and purpose for families. FAMILY LEGACIES AND PLAN

3. COMPONENTS OF FAMILY LEGACIES AND PLANS : Principles, beliefs, and ethical standards that guide family members' behavior and decision-making. : Narratives about family history, experiences, and achievements that convey important lessons and values. Values : Customs, rituals, and celebrations that are repeated regularly and reinforce family bonds. Traditions Stories : Financial resources, property, and possessions that are transferred across generations. Assets

4. : Knowledge, skills, and expertise that family members acquire and share. Intellectual Capital : Relationships, networks, and connections that provide support and opportunities for family members. Social Capital Philanthropy : Charitable giving and community involvement that reflect the family's values and commitment to making a positive impact.

5. BENEFITS OF FAMILY LEGACIES AND PLANS -Shared values, traditions, and stories create a sense of belonging and connection among family members. STRENGTHENED FAMILY BONDS -A strong family legacy can provide a sense of stability and support during challenging times. INCREASED RESILIENCE

6. -Understanding family history and values helps individuals develop a stronger sense of self and purpose. ENHANCED IDENTITY -Planning for the transfer of assets can help ensure that wealth is managed responsibly and used to support future generations. IMPROVED FINANCIAL STEWARDSHIP BENEFITS OF FAMILY LEGACIES AND PLANS

7. CREATING A FAMILY LEGACY PLAN 1. Identify and articulate your family's values: -What principles are most important to your family? 2. Document your family history and stories: -Gather information about your ancestors, their experiences, and their achievements. 3. Establish traditions and rituals: -Create customs and celebrations that reinforce family bonds and values.

8. CREATING A FAMILY LEGACY PLAN 4. Develop a plan for the transfer of assets: -Consider how you want to distribute your wealth and property to future generations. 5. Encourage philanthropy and community involvement: -Support causes that are important to your family and encourage future generations to do the same. 6. Communicate your plan to family members: -Share your vision for the family legacy and involve family members in the planning process.

9. In the Philippines, family legacies and plans are deeply rooted in cultural values such as " Bayanihan " (community spirit), " Pakikipagkapwa-tao " (shared identity), and respect for elders. Families in Calabarzon often prioritize education, hard work, and strong family ties. Passing on these values, along with ancestral properties and businesses, is a common practice. LOCAL PERSPECTIVE IN THE PHILIPPINES CALABARZON

10. GLOBAL PERSPECTIVE Family legacies and plans are relevant across cultures and countries. While the specific values, traditions, and assets may vary, the underlying principles of preserving family identity, strengthening bonds, and ensuring future success remain universal. Many families around the world engage in similar practices, such as creating family trusts, documenting family histories, and establishing philanthropic foundations.

11. THANK YOU