Legacy Planning

You are much wealthier than the sum of your material assets. We all have a larger wealth that goes beyond money and property. It is the living declaration of who we are as a unique human being – of the paths we have traveled in our life, and the bridge of values, vision, wisdom, and experience that we have to offer our loved ones. It includes our accomplishments, our passions, our faith, and our heritage. When you add that in with money and property, then you pass along real wealth.

At Dockery Law Group, we understand that there is much more that you would like to pass on to your children, grandchildren, and other loved ones than just money. Legacy planning is more than the transition of financial assets, it’s also about capturing your wisdom, personal values, family traditions, precious memories, and other non-material assets that are often lost when someone dies. A recent study by Allianz Life Insurance Company of North America found that values and life lessons are ten time more important to both baby boomers and their parents than a financial inheritance. According to participants in the study, these non-financial assets include things such as family traditions, stories, and the ethics, morals, faith and religion that guide them through life.

Leaving a legacy for your loved ones can help them feel connected to you after you have passed away, as well as give you a way to share your hopes and wishes for the future. Regardless of your age, wealth, family situation, and life experience to date, we can help make sure your legacy is preserved. Over time, the stories and wisdom of your life will become a source of instruction, comfort, connection, laughter, inspiration, and support for those who come after you. That is why we started offering Priceless Conversations. Here is a list of some of the different Priceless Conversations we are currently offering to our clients:

• Our Children: Words of Love and Protection
• Love: Adventure in Life Together
• Legacy: Life’s Greatest Treasures
• The Meaning of Money: Using Wealth Wisely
• Wisdom: A Record of Wisdom and Values
• Our Values: A Legacy of Value and Virtue
• Stories: The Story of a Life Well-Lived
• The Meaning of Success: A Guide to Successful Living
• Veteran: The Legacy of Heroes
• Treasures: Possessions of Deep Emotional Value
• Giving: Generosity that Matters
• Wishes: Honoring Our Later Years  

Many people appreciate the importance of passing on their legacy, but often times they never get around to telling the stories and beliefs they had every intention of sharing with their children and other loved ones. At Dockery Law Group, we make it easy and enjoyable. If Priceless Conversations are not your cup of tea, we have other tools to help you leave a lasting legacy. And best of all, we include legacy planning in all of our comprehensive estate plans.   

If you are interested in learning more about how to preserve your true legacy, please contact us.