Unlocking Your Legacy:
Crafting a Timeless Estate Plan

At The Law Office of Antoinette Bone, PLLC, we not only help you transfer your financial assets, we also help you transfer the legacy of your life’s lessons, values, beliefs, and stories to future generations of your family.

I WANT TO TELL YOU A SECRET.  You have done something no other person on the planet has done.  Something that is never to be repeated.  You have lived your life.  You have had experiences that no one else has and you have learned things that are worth sharing.  Those experiences and lessons have made you into the person you are.  YOUR LIFE MATTERS!  At The Law Office of Antoinette Bone, PLLC, we help you transfer the legacy of your life’s lessons, values, beliefs, and stories to future generations of your family. 

In that little dark room in our heads where we don’t like to look is the knowledge that we are not immortal beings. The value of our lives doesn’t have to end because we are no longer physically present with our family and friends. We can live on for generations by telling those we love about who we are and how we became that person and sharing with them what we learned as we lived our unique lives.  We help you tell the story of you. We help you be seen and heard by those that have mattered most to you and those who may never know you personally.  We help you pick out, collect, enumerate, the most valuable stories, values, principles and lessons you want to leave behind. We do this through our proprietary interview process.

We realize this level and aspect of estate planning is not for everyone. However, we firmly believe that those who choose this approach to estate planning will be gratified.

More Than Just Numbers...​​

Legacy estate planning isn’t about mere financial transactions; it’s about storytelling, values, and your vision for the future. It’s an art form that we’ve mastered, weaving your unique narrative into a plan that will resonate for generations to come.

What is Legacy Planning?

Legacy estate planning is the process of preparing and managing your assets and affairs to ensure they are passed on to your heirs, beneficiaries, or charitable causes in a way that reflects your values, wishes, and long-term goals.  This is planning beyond the basic distribution of assets to people or charities.  It does involve strategies to minimize taxes, protect wealth, and leave a lasting impact. Legacy estate planning includes wills, trusts, charitable giving.  But those aspects are tightly intertwined with how your legacy will affect future generations. It aims to create a meaningful and lasting legacy beyond just the transfer of wealth.

Why Legacy Planning Matters

As an estate planning firm integrating legacy planning into the estate planning services provided to private clients, we want to emphasize to you that legacy planning is really an integral and profoundly meaningful part of the estate planning process for several important reasons:

Preserving Your Values and Wisdom

Legacy planning allows you to pass down not just your tangible assets but also your intangible assets that are your family history, values, life lessons, and experiences. It's an opportunity to impart wisdom to future generations, ensuring that your values continue to guide your family. It is a profound opportunity to share with your descendant

Continuing Your Philanthropic Goals

If you have charitable intentions, legacy planning can help establish lasting philanthropic initiatives. This ensures that your contributions to causes you care about will endure and make a meaningful impact long after you're gone.

Minimizing Family Conflicts

Clear and comprehensive legacy planning can help prevent family disputes and misunderstandings over inheritances. By outlining your wishes and intentions in advance, you reduce the potential for disagreements among heirs.

Tax Efficiency

For estates that will likely have tax concerns, legacy planning includes strategies to minimize estate taxes, capital gains taxes, and other financial burdens on your heirs. This can preserve more of your wealth for your loved ones or charitable causes.

Protecting Family Wealth

It can involve mechanisms like trusts to protect family wealth from creditors, lawsuits, and divorces. This ensures that the assets you've worked hard to accumulate stay within your family for generations.

Sustaining Your Legacy

Through careful planning, you can create a plan that not only provides for your immediate heirs but also sustains your legacy for future generations. This might include educational funds, family businesses, or specific assets like properties.

Peace of Mind

Knowing that you've taken the time to plan your legacy can provide peace of mind, knowing that your wishes will be carried out and your loved ones will be taken care of, even when you're no longer here.

Succession Planning for Family Businesses

If you're a business owner, securing your family's legacy means planning for the smooth transition of your enterprise. Our succession planning expertise ensures your business remains a thriving family legacy for generations.

Crafting your Legacy Together: Everyone Has a Story

In essence, legacy planning is about more than just transferring wealth; it’s about leaving a lasting impact, maintaining family harmony, and ensuring your values continue to shape the future. It’s a way to create a meaningful and enduring legacy for generations to come.

Your legacy is a unique masterpiece, and we’re here to help you shape it. As a Legacy Estate Planning firm, we’re not just attorneys; we’re your partners in securing a brighter future. Your legacy deserves the utmost care and attention.

Your Legacy Is Waiting. Make It Last.​

Please confirm that you understand the consultation is paid and the fee is $350.