Legacy Wealth Planning Attorney - MVP Law Group

Legacy Planning

Learn more about the various legacy planning options that MVP Law Group can provide.  Contact us today for a Free Consultation to learn more!

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*Bonus: Also receive a free "Estate Planning Checklist" when you book a consultation.

PLANNING YOUR LEGACY

The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning.

Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts and personal property. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.

We offer a wealth of free information and free estate planning seminars in our area. Read our Blog articles or join us for a free Estate Planning Seminar.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.

How MVP Law Group can help!

Problems arise when people don’t coordinate all of the correct methods of passing on their estate.  If you have a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning – and you must choose your estate planning attorney wisely.

We offer a wealth of free information and free estate planning seminars in our area. Explore the resources available on our website or join us for a free Estate Planning Seminar.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.

Legacy Wealth Legal Services - MVP Law Group

HOW WILL I BE REMEMBERED?

Traditional estate planning is focused on financial assets and is concerned with avoiding probate and estate taxes. On the other hand, Legacy Planning is concerned with financial and non-financial assets of a family and creating a family’s personal legacy plan. Legacy Planning addresses how to capture and transfer family traditions and values, as well as protecting financial wealth for current and future generations.

Legacy Planning is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts and personal property. 

Your legacy incorporates important decisions ensuring your family core values, responsible behaviors and community involvement are passed onto future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.

In addition, find out more with our list of Frequently Asked Questions.