Leaving a Legacy

Legacy Planning Series

 What:     45-60 minute conversation with individuals and their loved ones
When:    TBD
Where:   TBD
Why:      So that you can express your wishes clearly. There are important but often difficult decisions and conversations that we need to have regarding end of life matters. Specifically:

  • Planning your Life Celebration Service
  • Planning and communicating your end of life medical decisions
  • Planning and communicating your Will and Estate wishes
  • Planning and communicating your financial legacy

Why Plan:

  • You do have preferences – so communicate them clearly.
  • You don’t want to be a burden – so make the decisions that are yours to make
  • You do want to be helpful – so give as much information as possible
  • Your life will impact people after you’re gone – so take control of that legacy.

Invite your friends, family, and others who you wish to participate in this conversation with you or who want and need to have it for yourself. Following this presentation, opportunities will be provided for deeper individual conversation or additional more in depth discussion.

For additional information please contact:

Rev. Dr. Ken G. Crawford   ~    KenGCrawford (at) gmail (dot) com


 

Legacy Planning

Whether you are young, older or somewhere in between, everyone needs to let their loved ones know their wishes as they age and approach end of life.  Making these decisions now takes the burden off your loved ones because your wishes are clear and there is no doubt about who, what and how your wishes are handled. With each of the four parts below you will have a 1 page overview worksheet to guide your thinking, planning and discussion. You can give copies of these summary documents to people who may need to have access to the information at a later date.

Life Celebration and Remembrance Services:

“How do you want to be remembered?” – plan your life celebration (scriptures, hymns, stories, etc); write your own obituary and eulogy. Use this exercise as an opportunity to share what matters most with who matters most. Give a copy of this worksheet to your church pastor or secretary so it is available when the time comes for them to help your loved ones plan your final life celebration service.

Advanced Directives

(Medical and financial powers of attorney, declarations of guardian, living wills… in Texas a physician’s directive, agent to control disposition of remains, DNR, organ donation.)  These are important because they allow a trusted family member or friend to step into your shoes to make decisions for you when you cannot.  They also tell your medical and financial providers what you want in advance.  This takes the guesswork out of making these decisions when you are unable to and gives the family member or friend the authority to make these decisions when you cannot make them yourself.  This takes the burden and confusion away from your loved ones in a time of what is often great stress and heartache.

ABC’s of Estate Planning and Probate
Getting Your Act Together So Your Loved Ones Don’t Have To

Having an estate plan and a will in Texas is easy and imperative.  It significantly cuts down on the cost and ease of probate which is nothing more than transferring the ownership of property from the person who passed to the persons who inherit.  Without an estate plan and a will, Texas makes these decisions for you and it may not be what you want.  Having an estate plan and will in place makes your wishes known, clear and easily implemented.  Not having an estate plan and will in place can result in confusion, a lengthy passage of time before the estate is handled, and potentially, fighting and resentments among family members.

Financial Legacy:

The ABCS of the how tos, possibilities and whys for leaving a legacy to your family members, your church, or those causes and charities that you are passionate about.  Understanding these options allows you to leave a long lasting impact on your community.

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s