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Home >> Your Legacy, Your Story

Your Legacy, Your Story

January 3, 2014 by Robert Kulas. Leave a Comment

The story of your life, your family, how you got here, and what’s important to you may be the most important piece of any legacy you could possibly leave behind. According to a recent survey from the Allianz Life Insurance Company of North America, 86% of baby boomers said that keeping their family stories and personal histories alive after they are gone is the single most important piece of their legacy plans.

Boomers and Older Adults Agree on Story Importance

The survey asked seniors a range of questions about their family histories, their lives, and what they thought about their legacies. Like baby boomers, Americans age 72 and older also said that keeping family history stories alive is very important to them.

Back in 2005, a similar survey conducted by the same company found very similar attitudes in both baby boomers and older Americans. 64% of boomers said that a key part of the inheritance they leave behind will include personal mementos, family heirlooms, and other valuable items that have emotional and personal importance, even though those items may not have a high dollar value. Also, 9% of baby boomers reported that it’s important for them to leave or receive a large inheritance, while 14% of those age 72 and older said the same.

Family Histories

Unfortunately, a lot of people don’t know where to begin when it comes to creating personal histories or leaving behind a tangible family story that other family members can enjoy. Most people rely on orally told stories that they pass from generation to generation. These stories tend to get lost, and usually don’t survive a generation or two.

Some people have begun turning to the Internet to create family trees or perform historical research. Others take simpler steps. For example, people can easily review old photo albums and make simple notes about where the photos took place and who was in them. Simply reviewing these albums will often prompt people to remember stories that are important to them, most of which would be lost if they didn’t take the time to write them down.

Recording History

Apart from passing verbally told stories down from generation to generation, writing stories and family histories in a permanent form can be very rewarding for many people. Modern computers can easily allow you to assemble photographs, videos, and documents into a single file or folder. If you’re more ambitious you can use desktop publishing software to create a permanent record of the stories that are important to you. You can even have these records printed, stored online on a website, or distributed to your family in a digital or hard-copy form.

Filed Under: Estate Planning, inheritance planning Tagged With: inheritance planning

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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
August 25, 2020
    

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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