Legacy Planning Lawyer in Worcester Helping You Pass Down the Values You Hold Dear
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 at (774) 366-3688 to learn more about the legacy planning process.
Why Choose The Law Office of Polly Tatum?
Getting to a position of wealth and success does not happen without a clear set of values, a strong belief system, and a strong character. You have more to pass on than money, and a solid legacy plan can ensure that you leave something behind that can carry your beliefs, values, and character far into the future, even after you are gone. At The Law Office of Polly Tatum, we pride ourselves on listening carefully, facilitating meaningful dialog, and helping clients achieve their dreams.
Whether your goals are to install guardrails to assist your heirs in managing their inherited wealth, transmit longstanding family values and traditions to them, or extend your legacy into philanthropic giving, we are here to ensure that your plans go forward as you envision them to extend your legacy beyond your time on this earth.
The Law Office of Polly Tatum has assisted clients for over 24 years, and we are here to support you every step of the way. Our experience and knowledge in estate and legacy planning allow us to assist you and your family with these important pieces of planning. We want you to have the peace of mind of knowing that the future is secure. Contact us today to schedule a consultation with our experienced Worcester estate planning lawyer.
Law Office of Polly Tatum
19 Cedar St
Worcester, MA 01609
(774) 366-3688
https://www.LawOfficeOfPollyTatum.com
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