“Mr. Morrison was very prompt in his response to our request for all appointments. The atmosphere was relaxed and at the same time very professional. He explained and answered all our questions in a very informative manner. We will continue to use his services in the future.” ~Gail & Jack S.
Morrison Law Group, PLC
The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs, and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning.
Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy.
Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts, and personal property. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors, and community involvement, are passed on to future generations.
We gladly gift this book to our clients when they visit our office. It’s a representation of our law firm’s mission: ensuring everyone in our community passes on their legacy as well as their worldly possessions!
This fill-in-the-blank book asks insightful questions to guide individuals through sharing their life stories and wisdom. We’ve found that it is a perfect tool to help our clients share their true legacy with friends and family. The “My Legacy” book is laid out so a couple can fill out one book together, or each person can complete their own.
For more insight on legacy planning, read our Estate Planning Blog or download a free Estate Planning Report for a wealth of information.
We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future. If you are trying to determine how best to preserve your legacy, please call Louisiana estate attorney, Chip Morrison, at 504-831-2348.
