The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning.
Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts and personal property. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.
We offer a wealth of free information and free estate planning seminars in our area. Join us for a free Estate Planning Seminar.
We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.
With the help of the Law Office of Laura Cowan you can ensure that your loved ones are protected and your assets are kept safe even if something happens to you. We create comprehensive estate plans for clients in New York City and we are ready to work with you today to create a plan to ensure your loved ones are taken care of in the event you become incapacitated to pass away. To learn more about the assistance we offer give us a call today at 212-760-2956 or contact us online.