We all know money isn’t the only important aspect of estate planning.
An increasing number of people want to leave their families more than just financial assets. Family values are some of the most important things a person can pass down to heirs.
Family values can be imparted through stories, life lessons, and family possessions. In an economic downturn, financial inheritances are more tenuous, unlike the abiding worth of family values. Thus, family values, tax-free of course, are at the top of the list in importance for many.
Family Values are an Important Part of Carefully Crafted Estate Plans
Regardless of the economic climate, family values, morals, and meaningful possessions as part of a carefully crafted estate plan is important.
Do you have family values you wish to pass on? Of course you do. And yet you likely haven’t taken action to ensure the legacy you are leaving is the one you really want to leave behind.
Traditional Estate Planning and DIY Services Leave Your Family Values at Risk
Including family values in your estate plan can be easy, when it’s built into the process, though that is not the norm with most estate planning lawyers or with DIY legal document services. Consider including written memoirs, video, or audio recordings of family stories in your estate plan. These are the valuables most likely to be lost after your death. While your finances will be managed according to estate law, intangible values and lessons have no protection and are most often lost when you die.
Could you imagine how valuable it would be to hear your family history directly in the words of your grandparents, great-grandparents, or even earlier generations right now?
We Can Help Preserving Your Family Values
If you want to pass down a truly holistic legacy, one that manages and preserves both your finances and your family values, start with a Family Wealth Planning Session. We will guide you in creating a comprehensive estate plan that protects and preserves your family’s heritage. Before the session, we’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what matters most to you, and what you want to leave behind.
This article is a service of the Law Office of Keoni Souza, LLC, an estate planning law firm in Honolulu, Hawaii. 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 is why we offer a strategic planning session, during which you will get more financially organized than you have ever been before and make all the best choices for the people you love. You can begin by contacting our office today to schedule a planning session and mention this article to find out how to get this $750 session at no charge.
Disclaimer: All information on this website is for informational purposes only and is not legal advice. You should contact an attorney trained to work with families on estate planning matters regarding your specific situation. Use of and access to this website or any of the email links contained within the site do not create an attorney-client relationship between the Law Office of Keoni Souza, LLC, and any users or any other party.
