Leaving A Real Legacy – Who You Are And What’s Important To You
After you are gone, your loved ones will miss you deeply. They will long for your words of counsel and concern. Hearing your voice again would be a tremendous gift.
Through our unique legacy process, you can give your loved ones the most precious gift – a lasting expression of your love. What could be more valuable?
At The Mundheim Firm, we believe estate planning is not just about transferring your financial assets and personal belongings. It’s also about capturing and transferring your valuable intangible gifts: who you are and what’s important to you, including your values, insights, stories and experience.
Let Me Tell You A Story
I was very close to both of my grandmothers. Unfortunately, they have both been gone for several years. When my father’s mother turned 90, I asked friends and family to put together their thoughts and send in letters and photographs for a scrapbook that I intended to gift to her for her birthday. Well, by the time her birthday came around, she was not really mentally aware enough to appreciate the walk down memory lane, although, as I read her every letter, she did smile and say it was nice, as was her nature.
When my grandmother passed away later that year, at almost 91, my aunt made sure that I got that scrapbook. It means the world to me. Although I intended it as a gift for my grandmother, it has been something that I enjoy re-reading from time to time, when I miss her advice, or just her smile. It reminds me of the person that she was, and of her unfaltering values.
My mother’s mother was more of a character. She had a life that would make a successful movie plot. We were just as close, but as a family, we didn’t stay in contact with the friends that she made over her lifetime. I didn’t have the opportunity to make the same type of gesture for her 90th birthday. She turned 90 one August and died the following September 11th.
How I wish I had that same type of remembrance for her, too. Or even better, that I had a recording of my grandmothers telling me what they loved about me, what their hopes for our family were, what life lessons were most important to them, or what values they most wanted to pass down.
You Could Make A Recording, But Who Has Time?
When I was first in practice, I would tell my clients to record a message for their loved ones and put it in a safe place or simply write notes to their children letting them know how they felt about them. But so few people ever actually did it. We just get so caught up with the day to day of our lives that focusing on leaving a legacy seems to take a back seat.
We Help You Capture These Precious Moments
We realized we’d have to build this into our planning process and not make it just another thing you’ll get done someday. That’s why at The Mundheim Firm, we make it part of our planning for every client to help you capture and pass on more than just your money. You’ll also pass on your intellectual, spiritual and human assets; who you are and what is important to you.
For more information about how we help you pass on your most valuable assets – your values, insights, stories and experience – to your loved ones, or about our resources for leaving your family with a true legacy, please contact us.
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YES, I want to make the smart and loving choice for my family.
What Would It Be Worth?
Can you picture someone who’s passed away, someone you love and miss deeply? Can you recall a conversation you had with them? Can you remember the sound of their voice and what they told you? What if you could hear their voice again?
What if they could speak to you – heart to heart – and share their wisdom and advice? What would it be worth to you to hear their words one more time? What is it worth to you to know that they’ll always know exactly how much you love them? It’s worth a lot to us and we are honored to be able to provide you and your family with this gift.
To get started, call our office in Colleyville at 817-857-4433 or use our online intake form to schedule an appointment.