When you are preparing for the future you have the opportunity to craft a lasting legacy. The first order of business is to protect and preserve your wealth for the benefit of your loved ones.
This being stated, legacy planning is a holistic, comprehensive endeavor that can go beyond the transfer of financial assets.
Family Heirlooms
Some family heirlooms may have significant monetary value, but their true value transcends dollars and cents. When you create a legacy plan you evaluate your family heirlooms, and you decide how you would like to pass these items on to your loved ones.
Each heirloom tells a tale, and you can make sure that the recipients of these pieces understand the stories behind them.
Personal Memoirs
Members of your family have invariably come to you over the years seeking guidance and advice. At some point you will no longer be around to share your acquired wisdom.
If you were to write your memoirs and include them in your legacy plan, your loved ones would have a written resource to draw from. You could share formative experiences and provide readers with a glimpse into your thought processes.
Charitable Giving
Many people decide that they would like to give something back to worthy causes or institutions. When you create a legacy plan you can arrange for your name to be forever attached to measured acts of charitable giving.
Special Report on Legacy Planning
We have compiled a compendium of special reports that we offer to our visitors compliments of our law firm. If you would like to download the report on legacy planning, simply click this link: Legacy Planning Report.
Complimentary Glastonbury, CT Legacy Planning Consultation
To discuss your legacy with a licensed estate planning attorney, contact our firm to schedule a complimentary consultation. You can request an appointment through our contact page or call us at 860-548-1000.
( By appointment only )