Q1: What is family legacy planning?

A: Family legacy planning is about preserving more than just financial wealth — it’s about passing down your family’s values, traditions, and life stories. At Boyd & Boyd, P.C., we help clients design comprehensive plans that include wealth transfer strategies as well as Legacy Letters and Values Videos — powerful tools to personally communicate your hopes, lessons, and blessings to future generations.

Q2: How is family legacy planning different from traditional estate planning?

A: Traditional estate planning focuses on the legal transfer of assets. Family legacy planning goes a step further — it asks:

How will this wealth shape my heirs’ lives?
How can I leave behind the lessons that shaped me?
How can I strengthen my family’s unity over generations?
We help clients preserve both their material wealth and their deeper, intangible legacy through thoughtful structures and personal storytelling.

Q3: What tools are used in family legacy planning?

A: In addition to trusts and legal documents, family legacy planning includes:

Legacy Letters — heartfelt written messages to loved ones sharing your values, life lessons, gratitude, and personal hopes for their futures.
Values Videos — recorded messages where you personally share your life experiences, family history, and vision, creating a timeless gift for generations.
Family Mission Statements — articulating shared family goals and principles.
Long-Term Trust Structures — supporting family education, philanthropy, and stewardship of wealth.

Q4: Why are Legacy Letters and Values Videos so important?

A: Assets can be spent or lost — but your wisdom, stories, and love can guide your family forever. Legacy Letters and Values Videos preserve your voice and heart across generations, giving your heirs a personal connection to their heritage even after you’re gone. We guide clients in creating these priceless gifts alongside their formal planning.

Q5: How can Boyd & Boyd, P.C. help with family legacy planning?

A: We help families design legacy plans that protect financial wealth, nurture family unity, and ensure your values live on. From customized trusts to helping you craft meaningful Legacy Letters and Values Videos, we build plans that pass down not just assets, but a lasting sense of purpose and identity.

Should Ask Questions (SAQs)

Q1: What is a Legacy Letter, and how do I create one?

A: A Legacy Letter is a written message where you share personal reflections, family history, core values, blessings, and hopes for future generations. There’s no strict format — it’s your opportunity to speak from the heart. We provide resources and coaching to help clients create Legacy Letters that deeply resonate with their loved ones.

Q2: How do Values Videos enhance my legacy plan?

A: A Values Video allows your loved ones to see your face, hear your voice, and feel your spirit — telling family stories, sharing lessons learned, and expressing your vision for the future. These videos become treasured keepsakes. We offer guidance on creating Values Videos that feel natural and genuine, even for those who aren’t comfortable on camera.

Q3: How can I encourage my family to work together across generations?

A: We help clients create Family Mission Statements and governance structures — frameworks that help families collaborate, resolve conflict, and uphold shared values. Family meetings, trust education, and shared philanthropy can also strengthen intergenerational bonds.

Q4: Can trusts be designed to reflect my family’s values?

A: Absolutely. Trusts can encourage education, entrepreneurship, philanthropy, responsible financial behavior, and service to others. We design trusts that go beyond asset distribution — they become tools to reinforce the values you cherish.

Q5: When is the right time to start family legacy planning?

A: The best time is now — while you are healthy and able to lead the conversation. Beginning early allows you to personally share your vision, involve future generations, and build a strong foundation of communication and shared purpose.

Your voice. Your values. Your vision.

Pass them on — and build a legacy that endures.

Schedule a confidential consultation with Boyd & Boyd, P.C. to create a Family Legacy Plan complete with personalized Legacy Letters, Values Videos, and long-term stewardship strategies.
Book Your Family Legacy Planning Consultation or Request Our Free Legacy Planning Workbook.

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Sara Waters

19:35 01 Nov 23

Keats is a wonderful lawyer and really knows his field. He and his staff have been delights to work with.

Pamela Gordon

11:18 19 Oct 23

We scheduled an appointment with Keats Boyd III after attending a free informational seminar which demonstrated his team’s depth of knowledge and experience in estate planning. Keats explained the law, risks and benefits of various estate plans for both our personal and business needs. No doubt, he was totally focused on our best interest. As we were preparing for an international trip, Keats and his team expeditiously prepared our documents before our departure. Everyone was extremely helpful during the entire process and we feel confident that we have a sensible and comprehensive estate plan. Highly recommend Boyd & Boyd.

Pam Hart

17:42 28 Sep 23

I went to a two hour seminar, whichI wish was all day. There was so much information. I was very impressed and am very excited to have my consultation.

Bob

19:51 09 Aug 23

Keats did a fantastic job in supporting our estate planning needs. They were immediately responsive and explained all we needed to know. Highly recommended.

Nelson Frew

23:35 06 Aug 23

We have worked with Keats for the last 18 years. He has helped us establish and understand the trusts we need to ensure the best for our sons, and has kept us updated and informed about the changing tax laws and guidelines. His complimentary review sessions have helped us to keep up to date as well. He has been kind, helpful, respectful, and, most importantly, completely knowledgeable about the changing estate planning world. We highly recommend him and his firm.

Elaine Gerlt

23:34 27 Jul 23

I first went to the three day seminar last year. I felt very overwhelmed and lost. After attending again this year, I feel much more confident in my trust decisions. Keats and Wendy have been very kind, supportive and caring during this difficult decision. I highly recommend Boyd & Boyd.

Tabetha Avtges

16:33 27 Jul 23

I just sat through 3 days of seminars Boyd & Boyd offers to help my parents. I was pleasantly surprised at the details Keats went into each day. Very thorough presentations. Took time to answer all questions. Highly recommend.

Edward Breen

19:14 25 Jul 23

Boyd & Boyd takes the time to walk you through the entire process of creating the trust that is best for you. They also have the ability to simply explain some very complicated issues- which gives you peace of mind.Their seminars are timely and very educational with regards to tax law and estate changes that have or about to take place. I highly recommend Boyd & Boyd.