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Home >> Estate Planning Articles >> The Role of Legacy Planning

The Role of Legacy Planning

August 26, 2015 by Robert Kulas.

The Role of Legacy Planning

 Compliments of Our Law Firm,

Written By: The American Academy of Estate Planning Attorneys

You may have many fond childhood memories of lively family gatherings. And it was probably not unusual to hear older family members remark how happy they were when everyone gathered for those special meals and how proud they were to see their legacy living on in their loved ones. Think of legacy planning as an extension of that sentiment.
Different from estate planning, legacy planning takes into consideration who we are and what we will leave behind besides the material wealth. Legacy planning is versatile. Many clients incorporate legacy planning as a way of passing down important family heirlooms: a great grandmother’s cake recipes, cherished and protected in her original handwriting or perhaps it’s a stunning cameo that every bride in your family has worn on her wedding day. Clearly, the sentimental value is far more important than its financial value. Your family is unique; therefore, your legacy planning should highlight those beautiful differences.
It makes sense that most legacy planning focuses on the immediate family. While you may adore your granddaughter’s fiancé today, no one really knows what circumstances could play out in the future that might change your opinion of him completely.
Not only that, but a spouse could remarry and because of the legalities, it very well could mean a stepfamily benefits tremendously while your own children are left wondering what happened. A Family Wealth Trust would allow you to pass on your legacy, in any way you define, to specific people; most likely the same ones who are around that dinner table during the holidays. For example, if your daughter marries, though it soon becomes clear the groom’s motives are less than noble, the protections you put into place during legacy planning can help ensure an ex-spouse doesn’t walk away with any portion of the inheritance.
We’ve all heard stories of a widow remarrying after the loss of a spouse, only to have her new husband outlive her. If a proper estate plan is not in place, there is a possibility the new husband’s children could receive all of her and her first husband’s estate, leaving her children with nothing. A Family Wealth Trust could avoid this from happening when set up correctly.
Scenarios like the ones outlined above play out every day. Those best prepared for the uncertainties are the ones who are best protected from the repercussions. It is important to meet with a qualified estate planning attorney today to help ensure your estate and your legacy are protected for many more fond memories in the future.

Kulas & Crawford

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Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

Janice M
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

Krissy L.
Client Review
August 25, 2020
    

I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

Leo C.
Client Review
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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

Mildred W.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

L.G.K.
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