The Importance of Legacy Planning

Picture of people planning

The Legacy Interview is a wonderful tool for seniors and their families, and we offer it as a complementary service to all of our estate planning clients, young and old. It’s part of our comprehensive Legacy Planning process, which goes beyond creating documents and takes a holistic approach to planning for a life you love and a legacy you’re loved ones will cherish forever.

At the core of Legacy Planning is the understanding that your family’s most precious wealth is not money, but the memories you make, the values you instill, and the lessons you pass down. By planning for your life and legacy, you can ensure that your family’s wealth is preserved and protected for generations to come. 

We believe that  Legacy Planning is not a one-time event but an ongoing process because it mirrors the ongoing process of your life. By working with an attorney who knows you and has a relationship with you, you make your Legacy Planning as effective as possible and have the opportunity to continue to record your values and wisdom in additional Legacy Interviews as life goes on.

Whether you are growing your family or well into retirement, we work with you to create a plan that evolves over time and adapts to changes in your life and family circumstances.

If you want to pass on more than money to the ones you love and leave them with an even greater gift that they will treasure for generations, give us a call. And if you have a senior loved one, contact us today to see how we can help them not only make a plan for their assets but capture the love and memories they share with you.

Posted by Suren G. Adams, Adams Law Office, LLC

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