Legacy Planning is a more holistic approach to estate planning and Matthew Lenza, Esq. is one of the few elder law and estate planning attorneys statewide who fully embrace the concept of legacy preservation. Estate planning, as discussed elsewhere on this website, includes the creation of a distinct plan for managing your total wealth while you’re alive, and distributing your estate how you choose after your death. Legacy planning extends this concept to include non-financial assets as well as financial assets. Your legacy plan includes important decisions that ensure your family’s core values, responsible behaviors and community involvement are passed on to future generations. Keep in mind that your legacy also includes personal effects, such as family heirlooms, stories, and accumulated wisdom and life lessons of your family.
