While most of us will leave our personal property and whatever funds we have saved to our family after we are gone, only a few of us will truly leave a legacy. The terms estate planning and legacy planning are sometimes used interchangeably, but they are not exactly the same thing. Estate planning involves the transfer of assets to heirs, but legacy planning is more concerned with the transfer of values from one generation to the next. You may wonder how passing down values could involve legal documents or an attorney. It’s a great question and one we will answer below.
If you are interested in passing down more than just dollars and cents to your heirs, call our experienced Worcester legacy planning lawyer today to learn more about the legacy planning process.
Law Office of Polly Tatum
19 Cedar St
Worcester, MA 01609
(774) 366-3688
