It is a comprehensive approach to ensuring that your loved ones are taken care of, that your assets are protected, and it is a way to create wealth and a legacy that can last generations.
Creating a Family Legacy Plan is much more than just answering a few questions on a form. It involves careful and detailed assessment of what you have, what is best for your children and loved ones, and how you want your legacy to last well after you pass on. This cannot be accomplished with a website and a simple will. It takes counseling, planning, and periodic review to make sure your plan design remains consistent with changes in your life, the law and taxes.
A Family Legacy Plan provides peace of mind. Sure, a will is part of it, but a Family Legacy Plan includes a Comprehensive Child Guardianship Plan, detailed instructions on how you want your children raised, how you want your assets used, and it works if you become incapacitated - something a simple will cannot do. A Family Legacy Plan can start working if you are alive, but unable to make decisions for yourself.
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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