• Skip to navigation
  • Skip to main content
  • Skip to footer

Bruce J. Berger Law Firm, Inc.

Business Litigation, Business Planning and Estate Planning Attorney in Clovis, CA

Contact Us CALL NOW (559) 326-7914
  • Home
  • OUR FIRM
    • About Our Firm
    • Attorney Profile
  • BUSINESS LITIGATION/PLANNING
    • Business Planning
    • Business Litigation
    • Family-Owned Businesses & Farms
  • ESTATE PLANNING
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Financial Planning Assistance
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • Pet Planning
    • Special Needs Planning
    • Trust Administration & Probate
  • RESOURCES
    • Blog
    • DocuBank
    • Elder Law Reports
    • Estate Planning Resources
      • Definitions
      • Estate Planning & Related Forms
      • Estate Planning Checkup
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQ’s
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • TRUST ADMINISTRATION & PROBATE FREQUENTLY ASKED QUESTIONS
    • Newsletters
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Loss of a Loved One
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
  • Contact
Home / Estate Planning / Legacy Planning

Legacy Planning

The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are most often overlooked in traditional estate planning.

Legacy Planning is a more holistic approach to estate planning. It is the creation of a definitive plan for managing your total wealth while you’re alive, distributing your estate how you choose after your death, and a clear plan to pass on your legacy. Your estate includes all assets of any value that you own. This includes non-financial assets as well as financial assets, including real property, business interests, investments, insurance proceeds, retirement accounts and personal property. Your legacy also includes important decisions that ensure your family’s core values, responsible behaviors and community involvement, are passed on to future generations. Keep in mind, your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.

We offer a wealth of free information and free estate planning seminars in our area. Read our Estate Planning Articles or join us for a free Estate Planning Seminar.

We want you to feel confident about the choices you make – let us be your guide on the path toward preserving your family’s future.

Logo of Bruce J. Berger Law Firm, Inc.

© 2023 American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy