Legacy Planning

Legacy Planning Essentials
Legacy planning is essential for ensuring that your assets and values are preserved and passed on according to your wishes after your passing. Unlike traditional estate planning, which focuses mainly on financial assets, legacy planning incorporates meaningful family traditions, values, and sentiments into the plan. By consulting with a legacy planning attorney, you can create a comprehensive plan that addresses both financial and personal aspects, providing peace of mind for you and your loved ones. Contact our firm today to start building your legacy plan.
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You face a lot of important decisions as you prepare for the end of your life. Ensure your assets are safeguarded and passed on to your appropriate heir(s) with the assistance of a legacy planning lawyer. Our attorneys at the Law Office of Bryan Fagan, PLLC can help you best prepare for your future and the future of your loved ones by providing you with customized legal counsel.

The Importance of Legacy Planning

It is important to determine who will receive your assets and property after you pass. If you do not, your wealth might not be passed on to your appointed beneficiary and its management might be inherited by someone else against your wishes.

Additionally, the amount of time it takes to prepare all the necessary documents needed to formulate a legacy plan can sometimes take months, or years. You do not want your family to have to endure this after you pass. Creating a legacy plan before you die reduces the amount of stress and time that they might experience trying to protect your assets without an established plan to follow.

The Financial Fundamentals of Legacy Planning

The financial fundamentals set up in a legacy plan include but are not limited to the following:

  • Wills and testaments
  • Estate plans and trusts
  • Life insurance
  • IRAs

Preserving Your Legacy with a Legacy Plan

As mentioned, a legacy plan does not just touch on estate matters. Memories and traditions are incorporated into the plan as well. Some legacies you can include in your legacy plan are:

  • Traditions that inspire you
  • Creating a family mission statement
  • Annual donations to a charity of your choice
  • Digital assets
  • Family heirlooms
  • Handwritten advice

How Legacy Planning Differs from Estate Planning

While legacy planning does take typical estate planning items into consideration, such as property and assets, it also includes more meaningful familial items. These might include family heirlooms, traditions, and prized possession you want to keep in your family. You will also want to document personal things such as advice, life lessons, and memories, so your family can keep these sentiments alive.

How a Legacy Planning Attorney Can Help

A lot of considerations go into building your legacy. Let an experienced legacy planning lawyer help you figure out how to best pass that on to future generations. Do not let your busy schedule put this off as you might find yourself in a tough situation when one of your loved ones dies.

Contact our office today at (281) 810-9760 or reach out to us online to get started on your legacy plan.

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The First Step is Starting a Conversation with us about your Estate Planning or Will and Trust Related Matters