This Fourth of July, as you honor the values of freedom, independence, and the pursuit of happiness, consider embracing the ultimate American liberty: the right to make decisions about your own affairs, even after death or in the event of incapacity. Creating an estate plan, specifically a Life & Legacy Plan, allows you to express your personal freedom. It might sound unusual, but here’s how it works.
The Essence of a Life & Legacy Plan
A Life & Legacy Plan, a unique estate planning process we use in our firm, preserves your self-determination, protects your family, grows your wealth, and defines your legacy on your own terms. Just as the Founding Fathers declared freedom from British rule, your Life & Legacy Plan declares your autonomy from courts, state laws, and conflicting viewpoints that might undermine your final intentions.
Your Existing Plan: The State of California’s Default Plan For You
You already have a plan for what happens if you become incapacitated or when you die, though it might not be what you want. The government has a default plan for you, created without your input. Or you might have an outdated plan that doesn’t reflect your current wishes. With a Life & Legacy Plan, you can override the government’s plan with your choices. Decide how your assets are collected and distributed, whether to family, chosen loved ones, or charitable causes.
Flexibility and Growth
A Life & Legacy Plan evolves with you. As your assets, life, and laws change, so does your plan. It remains relevant and effective throughout your life, reflecting your growth and changes.
Planning with Eyes Wide Open
Planning for incapacity or death means planning for your best possible life and for your loved ones. By making informed decisions, you ensure the best use of your resources and make things easier for your loved ones. Document your care preferences and financial arrangements, and ensure your close relationships and financial means support your wishes.
Empower Your Loved Ones
The most loving thing you can do for yourself and your loved ones is to clarify your care preferences in advance. Establish a roadmap for your loved ones, detailing what you have, where it is, and how to access it. A Life & Legacy Plan addresses special circumstances, like blended families or loved ones with disabilities, ensuring your assets are distributed as you wish.
A Declaration of Your Legacy
Your Life & Legacy Plan is your final declaration of how you want to be remembered. It includes a Life & Legacy recording, sharing your hopes, wisdom, and ethical frameworks. This recording is a cherished gift for your family, carrying your legacy into future generations.
Make Your Declaration of Freedom
This Independence Day, make your personal declaration of freedom by establishing a comprehensive Life & Legacy Plan. Remove uncertainties over your final affairs and ensure your true wishes are honored.
Partner with Us
As a Personal Family Lawyer Firm, Life & Legacy Planning is our specialty. We help you create a plan on your terms, ensuring your wishes are honored, your loved ones are cared for, and your legacy is preserved. Contact us to learn more and schedule a consultation. 619-663-8428
