Planning for More Than Assets: Passing Down Values That Matter
Last weekend, my daughter received her First Communion.
It was a milestone our family had been looking forward to with joy and reflection.
Moments like these have a way of pulling life into sharper focus.
They remind us what truly matters—not the titles, the schedules, or even the accomplishments—but the faith we pass on, the love we nurture, and the legacy we build.
🌿 Estate Planning as an Act of Stewardship
When I first started practicing estate planning, I thought my role was simple: help people organize their assets and avoid probate.
But over time, and especially as I watch my children grow in their faith, I’ve realized estate planning is so much more than that.
It’s stewardship.
It’s about recognizing that everything we have—our time, our talents, our treasures—is a gift entrusted to us by God.
When we plan, we aren’t just distributing “things.”
We’re thoughtfully managing the blessings we’ve been given so they continue to do good after we’re gone.
💬 Telling the Story of Your Life and Faith
One of the things I often encourage clients to think about is how their estate plan can tell a story—not just about what they owned, but who they were.
Maybe that means:
- Setting up gifts to causes and ministries close to your heart.
- Writing letters to loved ones sharing your faith, your values, your hopes for them.
- Structuring your plan to promote love, responsibility, and service.
As I reflect on my daughter’s First Communion, I can’t help but think about the story my own life is telling—and the story I want to leave for my children.
🌟 Planning With Eternity in Mind
It’s so easy to get caught up in the here and now. But estate planning invites us to pause—and to plan with eternity in mind.
Because our legacy isn’t about what we accumulate.
It’s about the love, faith, and values we instill and the lives we touch.
If you feel called to create a legacy that reflects your faith and the people you love most, I’d be honored to walk that journey with you.
🌿 “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” — 1 Peter 4:10
✨ Ready to Start Your Legacy?
If you’d like to create a plan that reflects your faith, your values, and the people you love most, I invite you to schedule a time to connect: Book a Meeting Here
