Your means may be modest. Your means may be grand. In preparing your estate plan, it is not your means that motivate and guide the planning process, or compel you to develop a plan for what is yours to give. At the core, it is your ideals and your values that you want to live after you for the benefit of those you esteem and hold close in mind and heart. Your estate plan is about that which you want to continue to have an impact when you are gone. It is about wanting those important to you to get the most of what you spent your life’s purpose and energy accumulating and developing. It is about ensuring that those you care for get to receive what you cared for on their behalf. It is about protecting what you want to hand over to them for the life they have yet to fulfill.
Preparing your estate plan can be a time of pleasure anticipating the giving of what you have accumulated. The estate plan is the cornerstone of your generosity for future generations, based on your closely held beliefs, desires, longings and good intent to benefit the lives of others.
In the preparations for a possibility of your own incapacity, the estate plan provides the security of knowing that you will be cared for as you wished because you have set a clear course for the one you entrust with this privileged and most intimate responsibility, to make life and death decisions for you, manage your affairs, and be responsible for your finances.
Means grand or small, these are universal desires and needs. And they are your decisions, and yours alone to make. Confluence Law Center is honored to be a trusted partner in assisting you with these decisions.