The best things in life aren’t things. Such a simple statement, but
it holds so much meaning and intent. We know there is value in our
financial assets, but more importantly, there is even greater value in
our family treasures like family history, morals, beliefs and
heirlooms. These treasured assets are the ones that are most often
overlooked in traditional estate planning.
Legacy Planning is a
more holistic approach to estate planning. It is the creation of a
definitive plan for managing your total wealth while you’re alive,
distributing your estate how you choose after your death, and a clear
plan to pass on your legacy. Your estate includes all assets of any
value that you own. This includes non-financial assets as well as
financial assets, including real property, business interests,
investments, insurance proceeds, retirement accounts and personal
property. Your legacy also includes important decisions that ensure
your family’s core values, responsible behaviors and community
involvement, are passed on to future generations. Keep in mind, your
legacy also includes personal effects, such as family heirlooms,
stories, and accumulated wisdom and life lessons of your family.
We offer a wealth of free information and free estate and legacy planning seminars in our area. Read our or join us for a free .
We
want you to feel confident about the choices you make - let us be your
guide on the path toward preserving your family's future.