Estate planning includes legacy planning

by | Oct 19, 2015 | Estate Planning |

Letting your estate planning take a back seat because you aren’t sure what to do first is not a great idea. At Weinstein & Randisi, a Rochester, New York, estate planning law firm, we can guide you through the process of putting an effective estate plan in place. Our clients have been given peace of mind about what will happen when they can’t make decisions for themselves or if they are no longer there. We have a way of personalizing your estate plan by listening carefully to your story and history, researching your books and helping you decide who gets what and who will be your executor.

Many times, having the right person in place can be an effective way to ensure that your wishes and desires are seen through to fruition. Even if you have multiple heirs and maybe a charity that you want to support, we have the experience to see that the work is done when you are no longer here. There are many different aspects to an estate plan that includes your will, trusts, the power of attorney that your trustee or executor will need and even legacy planning.

Legacy planning is about passing on an accurate reflection of who you were when you were alive. We can help you have the ability to share with your loved ones more than just your financial assets. We can help you pass down the things that matter to you most: life lessons, your values, memories and family history.

Legacy planning is an important aspect of an estate plan because this is where those special events are going to be recorded and remembered. If you don’t do it, who will? Is there a special day that you want people to recall after you are gone such as a birthday, a wedding or a graduation? Some people what to make sure that journals and letters or artwork are passed on to those who will treasure them most.

Calling on us will ensure that all your assets, financial and otherwise, will be handled professionally and well.