A few questions for you to consider:
- Do you own a house and/or land?
- Do you have minor children?
- Do you have a life insurance policy?
- Do you have any type of retirement or investment account? For example, 401(k), IRA, 529 plan.
If the answer is yes to any one of these questions, then you and your loved ones can benefit from a family legacy plan. If you have minor children and a house, then you absolutely need a Family Legacy Plan to help ensure your assets are preserved for your children and loved ones in the most efficient way possible.
A Family Legacy Plan gives you the piece of mind of knowing who will take care of your children if something were to happen to you, that there are plenty of resources to care for your children, and the plan allows you to determine who supervises your estate's assets for the benefit of your children and loved ones.
A Family Legacy Plan provides you the opportunity to not only plan for our children, but it gives you the ability to designate assets for the benefit of future generations. With a detailed Family Legacy Plan, you could start building wealth for grandchildren and beyond, and this wealth can be protected from creditors, divorce, and even your loved ones not-so-wise decisions.
If you are interested in learning what else a Family Legacy Plan can do for you, then contact Bobby Sawyer at (704) 266.0727 or rsawyer@sawyer-law.com.
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