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    Tredway, Lumsdaine & Doyle was established in the city of Downey in 1961. The firm expanded with the opening of its Irvine office in 1989, and its Long Beach office in 2001. From our centrally located offices in Los Angeles and Orange County, the firm services clients throughout Southern California.

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July 09, 2007

Leave a Lasting Impression.

One of the facets of estate planning is the opportunity to make a difference in the lives of your loved ones and support the causes you most care about. You may also have the ability to leave a legacy after you pass away.

Some things to think about when it comes to legacy planning:

1.     Think about charities and causes that are important to you. Describe which ones you would like to support with financial resources before or after you pass away.

2.     How would you like to be remembered by your family and friends?

3.     Personally imagine some of the ways you can leave a lasting impression. Write down your thoughts.

4.     Suppose you had $1 million to give upon your death, how would you allocate this money?

Your thoughts, answers and questions would be the basis of a good discussion with your estate planning attorney to see how an effective estate plan can achieve your objectives and leave a lasting impression.

July 09, 2007 at 03:19 PM in Charitable Giving |

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» Leaving a Legacy and a Lasting Impression from Pennsylvania Estate Planning Blog
As I noted in an earlier post, I am firmly convinced that one of the primary, if not the primary, purpose of estate planning is for you to implement your vision, and fulfill the hopes and dreams that you have... [Read More]

Tracked on July 09, 2007 at 07:19 PM

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