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How to Incorporate Family Values in Your Estate Planning


Baby boomers know money isn’t the only important aspect of estate planning.

Researchers have found that baby boomers wanted to leave their family more than just financial assets and that they identified family values as some of the most important things to pass down to heirs. What these studies demonstrate is the enduring importance of family values, morals and meaningful possessions as part of a carefully crafted estate plan, regardless of the economic climate or wealth of the client.

Do you have family values you wish to pass on? Of course you do. And yet you likely haven’t taken any action to ensure the legacy you are leaving is the one you really want to leave behind.  Including family values in your estate plan can be easy when it’s built into the process, though that is not the norm with most estate planning lawyers or with the DIY legal document services. Consider including a family legacy video of family stories in your estate plan. These are the valuables most likely to be lost after your death. While your finances will be managed according to estate law, intangible values and lessons have no protection and are most often lost when you die.

Could you imagine how valuable it would be to hear your family history directly in the words of your grandparents, great-grandparents or even earlier generations right now? Through our firm’s unique planning process, you can give your loved ones this most precious gift – a lasting expression of your love. This gift, known as the Family Legacy Interview, will allow you to share your values, insights, stories and experiences with your loved ones, which will create a legacy that will stand the test of time.

Our firm will guide you in creating a comprehensive estate plan that protects and preserves your family’s heritage and values. At Kira Doyle Law, we do more than just draft documents; we ensure you make informed and empowered decisions about life and death, for yourself and the people you love. That’s why we offer this unique personalized Family Legacy Interview process wherein you can leave your family values in your estate plan to pass on to your heirs. You can begin by calling our St. Petersburg office today at (727) 537-6818 to schedule your first meeting with one of our experienced estate planning attorneys.