When you pass away, you do not just want to leave behind money and assets- you want to leave behind a legacy. A legacy means different things to different people. Perhaps your goal is to leave a strong and stable family with generational wealth, or perhaps you want to give to a charity that is important to you so you can make a difference in many lives. Perhaps you want to do both.
Whatever your goal is for how you want to be remembered and for what you hope to leave behind, it is up to you to take control and make your dreams a reality. The Law Offices of Cheryl David will give you the legal tools you need for legacy planning and will help you to achieve your dream of leaving something lasting behind.
What is Legacy Planning?
Legacy planning is simply a unique approach to estate planning focused on incorporating your values and beliefs into your plan for the future. Legacy planning can mean:
- Taking steps to ensure your family business or family farm stay in the family and remain operational when you pass away.
- Making substantial gifts to charities, endowing a university, establishing a scholarship fund, or using your money for the greater good.
- Ensuring an inheritance you leave behind for loved ones does not undermine the work ethic or your heirs and is used to good effect.
- Ensuring your heirs and loved ones inherit the property and assets most valuable to them, without fighting that can undermine a family relationship.
At the Law Offices of Cheryl David, we know that you have clear ideas on what you want to be remembered for and how you hope to take care of your family, friends, and causes you care about long after you are gone. We will listen carefully to your dreams, help you to define your goals, and assist in putting a plan into action to ensure your legacy is safe and sound.
How Can a Legacy Planning Lawyer in Greensboro Help You?
A legacy planning lawyer does much more than a lawyer engaged in the creation of a simple estate plan. The Law Offices of Cheryl David can not only help you to maximize the value of the estate that you leave behind, but we can also assist you in using legal tools like trusts, IRA charitable rollovers, and testamentary and inter vivo gifts to ensure your money and property does the most good for your loved ones and/or for the causes you care about.
When you have worked hard to build a business, amass wealth, and develop strong family ties, you want everything you have developed to last for a long time. With legacy planning, your positive influence can be felt for generations to come and everything you have built will be used to benefit those you care about and to benefit the world. Give us a call today to talk with a Greensboro legacy planning lawyer to learn more about how we can help.