Adding a Personal Touch to Your Estate Plan

Adding a Personal Touch to Your Estate Plan

Nowadays, it is easy to find a last will and testament template online, plug in your name and the date, print it, sign it, and feel like you’ve completed what you need to do in regard to your estate planning. While there are many problems with this approach, including everything from the need for planning medical care to paying attention to variance in state laws, there is also something else missing from the cookie-cutter approach – you.

How can you add a personal touch to your estate plan? Here are a few things that may not get unless you seek out the personal attention of an estate planning attorney to help you complete your documents.

• Pass on family heirlooms – Whether you have something that has been passed to you from previous generations or you want to turn one of your possessions into a family heirloom, your estate planning is the time to do it. Explain why the item means so much to your family and share it with someone who will cherish it and save it for the next generation.
• Charitable donations – Donating a portion of your estate to charity can show what is important to you and encourage others to give back in return. Choose a charity that has deep meaning to you or your family and create a legacy.

Personalized Estate Planning in San Diego

If one size fits all doesn’t work for you, then the expert estate planners at Petrov Law Firm can help you to put your personal stamp on your estate plan. Call us today at 619.344.0360 to schedule an appointment now.