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Use Estate Planning to Ensure That Your Legacy Doesn't Get Erased.

Posted by Scott M. Peterson | Sep 24, 2019 | 0Comments

When you think about those loved ones who've passed away, you probably don't think very much—or even at all—about the “things” they've left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evokes, not the thing itself.

For many, in fact, the most treasured memento their late parents leave isn't even something intended to be special—it may be as simple as a random voicemail saying, "It's your dad. Call me back.”

Because after the death of a loved one, we love hearing that voice again.  Of all the assets we leave behind, that voicemail could very well be what our loved ones cherish most. 

This idea of preserving legacy inspired us to incorporate a feature into our family-centered model of estate planning, known as Family Wealth Legacy Passages. This feature, which is included in our plans, allows you to preserve and pass on something that's inherently more valuable than any tangible asset you might leave your loved ones.

Preserving your intangible assets

We recognize that estate planning isn't just about preserving and passing on your financial wealth and property when you die. When done right, planning allows you to share your family's stories, values, and life lessons, so your legacy carries on long after you—and your money—are gone. 

Family Wealth Legacy Passages is a process that's designed to not only ensure these intangible assets never get lost, but also to make the process of documenting them as easy and convenient as possible. In this process, we guide you to create a customized recording in which you share your most insightful memories and life lessons, not just for your children and grandchildren, but for generations to come.  My favorite part about this process is that helps clients surface things they would have never thought about regarding how they want to parent differently or things they want to share now, during life.

To help inspire you, we've developed a series of helpful questions and prompts, which makes the process not only easy, but enjoyable. And this isn't something you have to do on your own, which you'd probably never get around to doing, despite your best intentions. Instead, Family Wealth Legacy Passages is something we include as an integral part of our planning services—and it's included at no extra charge.

In the end, your family's most precious wealth is not money, but the memories you make, the values you instill, and the lessons you hand down. And left to chance, these assets are likely to be lost forever.


Leave a lasting legacy

As your family lawyer, our customized estate planning services will preserve and pass on not just your financial wealth, but your most treasured family values as well. Schedule an Estate Planning & Family Protection Session today, so we can discuss what kind of assets you have, what matters most to you, and what you want to leave behind.

This article is a service of D'Orazio Peterson. We don't just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That's why we offer an Estate Planning & Family Protection session, during which you will get more financially organized than you've ever been before, and make all the best choices for the people you love. You can begin by calling our office today to schedule a Session and mention this article to find out how to get this $750 session at no charge.

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