Phinney Estate Law
Follow Us or Like Us
  • Home
  • About Us
    • Profile of Jamie Clausen
    • Profile of Michael Ballnik
    • Holistic Approach
  • Practice Areas
    • Estate Planning & Disability Planning
    • Probate & Trust Administration
    • Guardianship & Elder Law
    • Mediation & Conflict Coaching
  • Blog
  • Fee Schedule
  • Free Classes
  • Client Reviews
  • Contact Us

Legacy Planning

7/20/2011

4 Comments

 
Picture
For many people the need to leave a lasting legacy is fundamental.  The need to know that even after they are gone there lives will have meaning through their contributions and impact on those left behind.  At Phinney Estate Law we believe that leaving a legacy is about more than just leaving wealth.  It is about the impact that people make on those they love and their community and the traditions they build that live on beyond them.  Planning for such a legacy isn’t a onetime event it is a lifetime’s work that can start with simple steps.

Great ways to build a legacy include:
  • Think consciously about how you would want to be remembered and your core values, draft up a “mission statement” and refer to it as you make decisions in your life – big and small.
  • Develop family traditions around holidays that match your values and have real meaning to you and your family.
  • Create a tradition of community contribution by regularly volunteering for causes you support with your family and close friends.
  • Learn & preserve your family’s history by creating family trees and matching photos with stories of who that person was and what they contributed to your family and community. 
  • Learn & preserve those parts of your culture you want your family to know and understand including language, food, and festivals.
  • Draft a Legacy Letter to those you love.
  • Include contributions to charities whose work you support into your estate plan or lifetime gifting.  Share the motivation for those gift with those you love.
  • Prepare an estate plan and disability plan that allows your loved ones the space to grieve and rebuild their lives without unnecessary conflict or legal hassle and expense.
At Phinney Estae Law we are committed to helping clients leave a legacy they can be proud of.  We can help you to draft an estate plan that takes care of your affairs and work with your to make sure that your plan to minimize conflict after you are gone.  We also love working with clients to creatively plan for their legacy outside their legal documents.  We can help you with examples from other clients, coaching, and more.  For more ideas, explore our website and blog or contact us for an appointment at info@phinneyestatelaw.com or (206) 459-1908.

4 Comments
hermes replica link
7/11/2014 04:53:31 pm

I also approaching , it is the best plan greedy described above from you .

Reply
chanel replica link
7/11/2014 04:54:15 pm

Ability of a sign of artistic You have my aggressive in practice.

Reply
replica watches uk link
7/11/2014 04:55:40 pm

The column , accounting for allowable actual address , it needs advice abundant advantageous for me . I am blessed rave reviews road your autograph post the acquisition .

Reply
prada replica link
8/27/2014 05:12:16 pm

The actual clothing control keys, ornamental dept . of transporation spotted leggings upon once again or even pullover or even ladies handbag within the mouth area include.

Reply



Leave a Reply.

    PEL Blog

    This Blog is written by Seattle Attorneys Jamie Clausen & Michael Ballnik.
    It is made available for educational purposes only. Its purpose is to give you general information and a general understanding of the law, not to provide specific legal advice. Reading this blog does not create an attorney client relationship between you and Phinney Estate Law. Because each individual and family is unique, the Blog should not be used as a substitute for legal advice from a licensed professional attorney in your state.

    Archives

    March 2022
    April 2020
    January 2020
    April 2018
    December 2017
    October 2017
    March 2016
    November 2015
    July 2015
    June 2015
    May 2015
    April 2015
    March 2015
    December 2014
    October 2014
    September 2014
    August 2014
    March 2014
    January 2014
    June 2013
    May 2013
    April 2013
    January 2013
    December 2012
    November 2012
    October 2012
    September 2012
    August 2012
    July 2012
    June 2012
    May 2012
    April 2012
    March 2012
    January 2012
    October 2011
    September 2011
    August 2011
    July 2011

    Categories

    All
    Abatement
    Admemption
    Administrator
    Advance Health Care Directive
    Collaborative Law
    Community
    Community Classes
    Debt
    Disability Planning
    Discounts
    Downsizing
    End Of Life Planning
    Estate Planning
    Events
    Guardianship
    Health Care Agent
    Health Care Planning
    Holistic Law
    Immigration
    Informed Consent
    Intestate Administration
    Last Will And Testament
    Legacy
    Legacy Planning
    Legacy Statement
    Lgbt
    Living Will
    Mediation
    Organ Donation
    PEPS
    Posthumous Heirs
    Power Of Attorney
    Probate
    Probate Litigation
    Quasi-community Property
    Science Alerts
    Slayer Rule
    Social Security
    Tax
    Trust Administration
    Undue Influence
    Unmarried Partners
    Will Contest
    Word Of The Week

    RSS Feed