Leaving a Legacy - A Family Discussion

How do you ensure your legacy is left intact? Are you certain your assets are going to go where you want them to go? Are they protected from any creditors or predators?

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. The Share Your Love Family Discussion Guide is intended to help initiate an open, thoughtful dialogue with your family as you plan for your future and how to honor your final requests. It’s more than a simple list of instructions. It covers many topics such as: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated.

Planning now may lessen burdens down the road for your loved ones as they ensure your wishes are carried out as you want. It can also help your executor(s) and beneficiary(ies) avoid added stress or pain because it gives them detailed directions for distributing your assets, thus minimizing any possible conflicts. Within this guide we outline a short list of documents and tasks that your loved ones will need to handle according to your wishes.

Come join Join David DeBellis and Karan Chainani for an informational and educational discussion on the 3rd phase of wealth: transfer.

Register at dfla.org or call the desert Foothills Library at 480-488-2286.

Cost: Free