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Sending One More Message To Loved Ones After You Pass | How To Create A Legacy Statement

Legacy StatementsMy wife would give anything to hear her mom’s voice, to see her smile or read a letter from her one more time.

Sadly, my wife’s mom suddenly passed away more than 20 years ago at the age of 43. The most cherished memories my wife has of her mom are the stories her mom would tell my wife about her own childhood.

As with all things, those memories fade over time and when the teller of the tale has passed, details are sometimes lost forever. As a result, my wife and I have included Legacy Statements as part of our wills.

Heartfelt Messages For Loved Ones 

Legacy Statements can be a part of your estate plan and are an opportunity to tell loved ones stories or messages that you do not want lost when you pass. Things like your favorite memories, what you had hoped to accomplish in this life, as well as your hopes and dreams for your children. Your Legacy Statement can also explain why you made certain choices or it can simply be a heartfelt message for loved ones to cherish.

You can video tape, tape record or write your messages. I’ve also had some clients include favorite photos of their loved ones with a special note on the back of the photos. Legacy Statements are such a meaningful way to preserve your legacy, and that of your family, after you pass. It’s also a way to pass on family traditions and history.

Creating Your Legacy Statement Is Not A Sad Process 

The process of creating a Legacy Statement does not have to be a sad affair. In fact, many of the stories I see preserved are memories of a happy childhood, a secret recipe finally revealed or, in one funny instance, the differing views of the parents’ first date together!

As a first generation American, my personal statement is the story my father told me about his flight abroad and his first day in America. He left everything he knew and loved to chase the American dream. He arrived in New York with no money and only one suitcase – but a heart full of hope and determination. I want my children and their future children to understand where they came from and why they are here. That is the importance of legacy.

Legacy Statements Give Comfort To Your Family

So while we do not have any control over when we pass, we can leave a positive and meaningful impression on future generations. Legacy Statements allow those grieving a respite from the pain and sorrow and give them something positive to hold on to. It gives them a sense of peace and comfort.

As a wills, trusts an estate lawyer, I love nothing more than seeing the comfort Legacy Statements bring to family and friends. It gives them a chance to hear from you – one more time.

We Can Help You

Our attorneys have extensive experience in creating wills and legacy statements and will help you through the process step-by-step. Please contact to DJ@JeyLaw.com or 678.325.3872.

Wills, Trusts, & Estate Planning Client Feedback

Wills, Trusts, Estate PlanningWe love hearing from our clients. We truly believe in spending time with our clients to help them find solutions that best meet their needs.

Here’s a few reviews from some of our clients who we helped set up traditional wills, trusts and estate plans.

“Values Family”

“DJ was extremely helpful in the creation of our will/trust. It was easy to see how much he values family, and he gave us confidence and peace of mind by making a complicated and often difficult process feel manageable.

He was professional yet very personable and made sure that we understood all of the language of the documents. He gave us adequate time and never rushed us throughout the entire process making sure that we had time to think through all important decisions.

He gave us everything we would need to give to all those involved and a very organized presentation of all of our documents to keep.

DJ was wonderful to work with, and I would recommend him to anyone.” – C. Oddi

Originally posted on Google+ 

“Kind and Patient”

“DJ and his team were so wonderful in helping me coordinate my father’s final will, power of attorney and medical directive. The team was kind and patient, explaining all of the steps involved, and assisting with developing the final documents.

As my father was battling a terminal illness, much of our communication was over email. They were very responsive and managed everything with such care.

It was a difficult time in both my Dad’s and my life, but DJ and the team allowed us to check off that box in the process of ‘things to get done,’ so we could focus on the more important things, like spending those last days together.” – L. Efman (sent via email)

“Solid Advice”

“Jeyaram & Associates is outstanding. I can’t say enough good things about DJ Jeyaram. My husband and I needed to create a fairly complicated will. We have multiple properties, 2 children, and 4 grandchildren.

DJ gave us very solid advice. We are so happy he helped us achieve a perfect solution to the distribution of our estate. We’ve already recommended him to several of our friends. Thank you DJ.” – P. Javazon (sent via email)

Contact Us

Need help setting up a will, trust or estate plan? We’re more than to help. Contact DJ at DJ@Jeylaw.com or 678-325-3872.

 

Credit Cards and Special Needs Trusts: How They Can Work Together

Credit Card Care A special needs trust is designed to supplement the income of an individual with special needs so that she can maintain access to government benefits without necessarily sacrificing her standard of living.

But government benefits like Supplemental Security Income (SSI) and Medicaid prohibit the trustee of a special needs trust from simply giving a beneficiary cash to pay for goods and services herself. Instead, a trustee must pay vendors directly.

Credit cards offer a way for the trustee of a special needs trust to avoid giving a beneficiary cash while at the same time not serving as the beneficiary’s designated shopper.

Because a credit card is technically a loan from the credit card company to the cardholder, the goods or services purchased by a trust beneficiary using a card are not income and do not affect his access to government benefits. If the special needs trust then pays off the balance of a beneficiary’s credit card bill, the payment is likewise not considered income.

Because of this special treatment, an SSI or Medicaid beneficiary who is capable of managing her own affairs can use a credit card to make small purchases, and a trustee of a special needs trust need not micromanage every transaction.

Several very important rules apply to the use of credit cards, however.

  • First, a trustee cannot pay for any charges on the credit card that are for food or shelter.
  • Second, a trustee of a first-party special needs trust that was established with the beneficiary’s own money cannot pay for any credit card charges that a beneficiary may have incurred paying for goods or services that were used by other people because first-party trusts can only be used for the sole benefit of the person with special needs.
  • Third, a trustee should never give a credit card to a beneficiary who is incapable of managing her own financial affairs, or who is involved with people who will take advantage of her.
  • Finally, the credit card rules apply only to credit cards; debit cards are considered cash and should never be used.

Since the rules governing credit cards are complicated, it is imperative that you discuss the ongoing use of credit cards with a special needs planner prior to turning a card over to a beneficiary or paying a beneficiary’s bill.

Please contact DJ Jeyaram at DJ@Jeylaw.com or 678.325.3872 for assistance.

 

Most Important Item On Your “To-Do” List That Never Gets Done: Create A Will

Wills, Trusts and Estate PlanningEveryone, yes, everyone, needs a will, trust or estate plan. Most of us know we need a will. Most of think about it. And then we put it on our “To-Do List” and forget about it until we hear about someone who recently lost a loved one. And then we think about it again, and put it back on our “To-Do List” – only to forget about it again.

However, completing a will, trust or estate plan is one of the easiest things you can do to protect your loved ones and your assets.

Jeyaram & Associates can help you protect what’s most important to you with a will, trust or estate plan. We’ll walk you through the process, step-by-step – without all the legal jargon. No one likes to think about dying, but having a legal plan in place can make your passing much easier on your loved ones.

Contact DJ Jeyaram: DJ@Jeylaw.com or 678.325.3872

A New Year’s Resolution You Can Keep – Create A Will, Trust or Estate Plan

According to a University of Scranton psychology study, only 8 percent of Americans who make New Year’s resolutions will will keep them. Top New Year’s resolutions include losing weight, getting organized, falling in love, and enjoying life to the fullest.

What’s missing from the top ten list is a resolution to keep loved ones safe and plan for the future. This resolution can easily be achieved by putting into place a will, trust or estate plan. And while most of us try NOT to think about dying, establishing a will, trust or estate is an important step in ensuring that our loved ones will be protected and cared for upon our passing. Too often we’ve seen families devastated by the lack of planning for the future.

Jeyaram & Associates offers wills, trusts and estate planning and can help you protect what you love most. Contact DJ@jeylaw.com or 678.325.3872