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Peace of Mind Isn’t Just for the Holidays

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Get holiday peace all year round when you plan your estate

It’s time, it’s finally here: the holiday season. The warm and fuzzies have set in, we’ve seen the first snowfall, and Christmas is right around the corner. This is the time of year we feel most connected to those we love: we show this by eating meals together, giving gifts to show our thanks, and slowing life down to enjoy the little things. Before you know it, January comes back around: things speed up again, the back-to-work stress sets in, and we forgo these content feelings until it’s time for the holidays again.

Imagine if you could have that feeling of peace all year round: that feeling of knowing your family is taken care of, even if you’re not around. If you plan your estate now, you and your family can feel that peace later. Here’s 3 simple steps to start:

  • Take inventory of your assets and designate a beneficiary: do you own multiple properties, or have multiple bank accounts? Make a list of everything in your name that you want to be included in your will and/or trust, and start thinking of who you want to assume the responsibility of these things in the event of your death.
  • Research your options: it’s important to educate yourself on all of the estate planning options that are available to you so that you can start thinking about what your goals are going forward, and exactly how you want your family to be taken care of after you’re gone.
  • Consult a professional: Estate planning has the potential to be very stressful if not handled properly, so consult a professional that has your best interests in mind. Here at Legacy Law Centers in Lansdowne, Virginia, we meet with you personally to design a customized estate plan that will best benefit you and your family.

Contact us today to set up your free consultation.

No matter what your goals are regarding your estate plan, we can customize your plan in a way that takes advantage of the tools and tax benefits available. We will educate you on the options available to you and your family so you can go in and out of this holiday season with peace of mind. Happy Holidays!

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