This is an entry from the firm’s news archive. It is kept as it was written, and it describes an event that has already happened. For current guidance, start with our articles or a Right Fit Call.
A few weeks ago I had the opportunity to travel to Hilton Head Island, South Carolina, where I was honored to present at the 77th Semi-Annual Collegium of the National Network of Estate Planning Attorneys. The Collegium brings together estate planning attorneys from across the country to share ideas, learn from one another, and continue improving how we serve families.
Every time I connect with colleagues from around the country, I’m reminded just how common many of our clients’ questions really are. Families want to protect what they have built. They want to provide for the people they love. And they want to know that what matters most in their lives will continue long after they are gone.
During my presentation, I spoke about something that has become increasingly important in our work with families: the difference between material wealth and non-material wealth. Material wealth is what most people think of when they hear the words “estate planning’, their homes, investments, savings, and other assets. Those things are important, and good legal planning helps ensure they pass smoothly to the next generation.
But every family also possesses another kind of wealth that may be even more meaningful: their stories, traditions, values, and wisdom. Those are the things that shape who we are. They are the lessons we learned from parents and grandparents, the family recipes that show up at every holiday meal, the traditions that mark the seasons of our lives, and the memories that connect generations.
Because in the end, what you pass on should reflect not just what you owned, but who you were.
Let’s make it easy to talk about, plan for, and protect your legacy. Schedule your consultation with Cain, Cain & Janik today and take the first step toward clarity, confidence, and peace of mind.
Family conversations
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Family conversations
Every August, Back to School season brings about the same thoughts. Parents are buying school supplies, filling out forms, packing lunches, and trying to figure out how summer disappeared so quickly.
·6 min readThe workbook helps you clarify what you want your plan to accomplish, identify possible gaps, prepare the right people, and decide what to do next, whether this is your first revocable living trust-based estate plan or you are reviewing an old one.
Separately, you can subscribe to A Matter of Trust, a weekly newsletter from Tamara featuring practical estate-planning guidance, thoughtful reflections on family and legacy, and other estate planning ideas worth passing along. Sign up for one or both.
Estate planning is a process, not an event. Start with a Right Fit Call: a short, no-pressure conversation to see whether we are the right firm for your family, and what a plan that walks alongside you would look like.
