The Valentine's Gift That Truly Matters

It means your children will be raised by the people you trust, your spouse won’t face unnecessary financial hardships, and your loved ones won’t be left to navigate legal and logistical headaches during an already difficult time.

While we often show love through gifts, dinners, and vacations (which, to be clear, I fully support), those are temporary. A Life & Legacy Plan is a lasting demonstration of your love and care—one that ensures your family is protected for years to come.

THE TRUE COST OF PUTTING IT OFF

Many people put off estate planning because… well, life gets busy. You might tell yourself you’ll get to it later—when the kids are older, when work settles down, when you have more time.

But here’s the truth:

• The time you spend now creating a plan is nothing compared to the time, money, and stress your loved ones might face without one.
• Without proper planning:
• Your loved ones could end up stuck in lengthy court proceedings.
• Family conflicts could arise over medical decisions or asset distribution.
• Your children could end up in the care of someone you wouldn’t have chosen.
• Your assets might not go where you intended.
• And perhaps most heartbreaking of all—family relationships can suffer at a time when unity is needed most.

Estate planning isn’t just about money or documents—it’s about ensuring your family isn’t left with a mess when they need clarity and support the most.

WHAT A LOVE-BASED LIFE & LEGACY PLAN INCLUDES

Not all estate plans are created equal. Some are just stacks of legal documents that don’t actually work when your family needs them. That’s not what I do.

A Life & Legacy Plan is a love-based plan that works when it matters most.

Here’s what that means:

• If something happens to you, your children will be raised by the people you trust—those who share your values and will raise them the way you’d want.
• Your healthcare wishes will be clearly documented, so your loved ones aren’t left making impossible decisions during emotional times.
• A thorough inventory of your assets ensures nothing is lost—or worse, handed over to the government.
• You’ll have an ongoing relationship with us, so I can be there for you throughout your life and for your loved ones after you’re gone.

And beyond all the practical pieces, your Life & Legacy Plan also captures something far more valuable—your wisdom, values, and life lessons.

Through a Life & Legacy Interview, we help you document your stories, your messages to your loved ones, and the wisdom you want to pass down. Our clients tell us this is the most meaningful part of the process, and we have to agree.

Because in the end, what your family treasures most isn’t your money—it’s you.

THE BEST TIME TO PLAN IS NOW

You wouldn’t put off telling your loved ones how much they mean to you.

So don’t put off cleaning up the mess you’ll otherwise leave behind, now. 

Creating a Life & Legacy Plan doesn’t have to be overwhelming. In fact, with the right guidance (hi, that’s us!), it can actually be an empowering, even joyful experience—one that brings you peace of mind knowing your loved ones will be cared for, no matter what.

And when you work with us, we make the process easy—so easy, you’ll wonder why you didn’t do it sooner.

In fact, we’ll make it easy for you. When you book a Family Wealth Planning Session™ to begin your Life & Legacy Plan during the month of  February and attend your session by the end of March, you’ll receive a $100 gift card for a romantic dinner at your favorite local restaurant—on us! Plus, we’ll waive our $770 planning session fee. 

THIS VALENTINE’S DAY, GIVE THE ULTIMATE GIFT OF LOVE

This year, in addition to chocolates and flowers, consider a gift that truly matters—one that will last long after the roses fade.

A Life & Legacy Plan is one of the most powerful expressions of love you can give. It’s about making sure your loved ones are protected, provided for, and never left wondering, What do we do now?

Take the first step toward this profound act of love—schedule a call today to learn more.

This article is a service of Sky Unlimited Legal Advisory PC, Personal Family Lawyer ®.  We don't just draft documents, we ensure you make informed and empowered decisions about life and death, for yourself and the people you love.  That's why we offer a Family Wealth Planning Session™, during which you will get more financially organized than you've ever been before, and make all the best choices for the people you love.  You can begin by calling our office at (650) 761-0992 today or book online to schedule a Family Wealth Planning Session and mention this article to find out how to get this $770 session at no charge.