Scroll Top

Not Sure How to Show Your Appreciation this Thanksgiving? Consider a Thoughtful Estate Plan 

Copy of PFL Estate Planning 101 Wills vs. Trusts

There is always something to be thankful for. Thankfully, thanksgiving allows us a day to appreciate and be grateful for all that we have. And although we should always live our life with gratitude, Thanksgiving is the first spark of the holiday season, allowing us an opportunity to pause and consider what we are thankful for.  

What are you thankful for? I know most people will say they are extremely grateful for their loved ones, whom they rely on. However, sometimes the unexpected happens, and chances are high that you do not have a plan in place to protect those you hold most dear.  

This holiday season you can show your gratitude and appreciation to those you love most by creating a thorough estate plan. Here is how you can get started: 

There is so much more than transferring your wealth to your beneficiaries when creating an estate plan. Considering your loved ones rely on you just as much as you rely on them, what would happen if you were unable to provide for them?  

Without a thoughtful estate plan, you leave your loved ones in court and conflict, not knowing how you would have handled the situation. A carefully crafted estate plan allows you to provide for your family, protect your legacy, and preserve your assets. 

Make sure to include all the following to best protect your loved ones:  

  1. Create an inventory of what matters most to easily include it in your estate plan. 
  1. Create a Kids Care Plan for your minor children, in order for them to not find themselves in the hands of strangers. 
  1. Make sure you have all the necessary documents, including a revocable trust, living will, durable and medical power of attorney, etc.  

By working with a compassionate and experienced attorney, you can use your estate plan to communicate your values, memories, and lessons learned to your loved ones. And considering every person and family is unique, why wouldn’t your estate plan be unique as well? An experienced and compassionate estate planning attorney can work with you to tailor a plan that meets your family’s unique needs. What better way to show your gratitude this holiday season than by crafting a plan that serves your loved ones?   

Contact Legacy Counsel today to get started on your own unique and personal estate plan. Schedule your Legacy Session today to get started! 

Related Posts

Leave a comment