Family Estate Stories Sustain Your Heritage, Culture, and Legacy

Each generation of a family has its own stories to share and add to the collection of tales from previous generations that document its history and heritage.

A families stories come in many forms, from tall tales told around the holiday dinner table, to torn and tattered photographs, hand-written notes, and letters collected in a shoebox, to home-made movies and videos.

Passing stories from generation to generation is an essential element in helping to sustain a family’s heritage, culture, and legacy.

During your estate planning process, consider these aspects of your family’s stories:

• Early history
• Most recent
• Digital assets
• Family treasures
• Tax plans
• Offshore