Legacy Planning

What is Legacy Planning and what sets it apart from Estate Planning?

Legacy Planning is a more holistic and comprehensive approach to estate planning.

While your financial affairs and legal choices can be addressed in the traditional estate planning documents – I know you are so much more.  Your home, your property, and your wealth are only a part of who you are.

What is it that sets you apart?  What are your values?  What is it that you would like to be remembered for?

These are also matters which can be left to future generations.  Many important details of who we are and what was important to us are left unsaid and are lost as individuals pass away.  I encourage my clients to address these dreams, goals and values with as much care as they would their monetary assets.  These need to be handed down as a gift to future generations as well.

I encourage my clients to write a Letter to each of their loved ones that can be opened upon their death.  In this way, things do not end up unsaid – whether it is a declaration of love and affection – or it is an apology for something that went wrong.  This can be a powerful gift to a loved one – even more important than the tangible assets that you leave.