Preserving the Family Story

March 9, 2016

 

Legacy planning? I'm not a one-percenter. I'm not one of the elite. I don't have a legacy to leave.

 

 

Actually you do! There are many different types of legacies that we can leave behind for our families, friends, and loved ones: a financial legacy, a spiritual legacy, a moral legacy, an educational legacy, a charitable legacy, a legacy of heritage and culture, and many others. Our job is to help you share that legacy with those you love. In other words, our job is to help you PRESERVE THE FAMILY STORY.

 

Most attorneys focus only on the financial legacy (that is, the estate). We are not so short-sighted. Yes, we work with each of our clients to create a customized estate plan that protects their assets, but that only scratches the surface of what we do. We sincerely want to learn about your family, about the people and things that matter most to you. We feel that is the only way we can effectively advise you on setting up an estate plan that will endure beyond your lifetime and ensure that your loved ones are protected.

 

We are also excited about our unique service REFLECTIONS, which we designed as another means to help you PRESERVE THE FAMILY STORY.

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