How to Include Family Values in Your Estate Plan



Many Families Want to Leave Behind More than Money


We all know money isn’t the only important aspect of estate planning.


An increasing number of people want to leave their family more than just financial assets. Family values are some of the most important things a person can pass down to heirs.


Family values can be imparted through stories, life lessons, and family possessions. In an economic downturn, financial inheritances are more tenuous, unlike the abiding worth of family values. Thus, family values, tax-free of course, are at the top of the list in importance for many.


Family Values are an Important Part of Carefully Crafted Estate Plans


Regardless of the economic climate, family values, morals, and meaningful possessions as part of a carefully crafted estate plan is important.


Do you have family values you wish to pass on? Of course you do. And yet you likely haven’t taken action to ensure the legacy you are leaving is the one you really want to leave behind.


Traditional Estate Planning and DIY Services Leave Your Family Values at Risk


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 written memoirs, video or audio recordings 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?


Your Trusted Honolulu Estate Planning Attorney Can Preserve Your Family Values


If you want to pass down a truly holistic legacy, one that manages and preserves both your finances and your family values, start by coming in to meet with me for a Family Wealth Planning Session. I will guide you in creating a comprehensive estate plan that protects and preserves your family’s heritage. Before the session, I’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what matters most to you and what you want to leave behind.


This article is a service of the Law Office of Keoni Souza, LLC, an estate planning law firm in Honolulu, Hawaii. We don’t 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 a Family Wealth Planning Session, ™ during which you will get more financially organized than you’ve ever been before, and make all the best choices for the people you love. You can begin by contacting our office today to schedule a Family Wealth Planning Session and mention this article to find out how to get this $750 session at no charge.


DISCLAIMER: All information available at this website are for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. Use of and access to this website or any of the email links contained within the site do not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party.

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All information available on this website is for informational purposes only and is not legal advice. You should contact an attorney directly regarding your specific situation. The use of and access to this website or the transmission of information via email or through this website does not create an attorney-client relationship between the Law Office of Keoni Souza, LLC and any users or any other party. Transmission of information via email or through this website may not be secure, therefore confidentiality cannot be assumed.  By using this website or transmitting information via email or this website, the user agrees to this information being collected, stored, or transmitted to a third-party.

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