W rap U p a L egacy T his S eason GIVE THE GIFT OF AN ESTATE PLAN
As you choose gifts this holiday season, consider giving something priceless — peace of mind and clarity. An estate plan may not come wrapped under the tree, but it’s one of the most meaningful gifts you can offer your loved ones. Having a plan ensures security, reduces stress, and creates a lasting legacy for the people in your life. While we often think about big-ticket items like vacations or cars, creating and updating your estate plan will provide comfort and ease to you and your family. Beyond Wrapping Paper Estate planning goes beyond the technical aspects of allocating assets and assigning benefactors; it’s a powerful way to show someone you care and want to protect them in the future. Creating an estate plan can reduce confusion over your wishes and potentially prevent misunderstandings or even arguments between family members or heirs. It’s not only a way to provide
for loved ones when you are gone; it gives the people in your life solid instructions. Essentials for a Merry Legacy A comprehensive estate plan will act as a compass for your loved ones to rely on. You will need a will or trust; good estate plans can have both. A will is a legal document that spells out instructions for distributing your assets to benefactors. A trust is a legal contract that allows you to transfer assets to a trustee. Where a will gives the basics, a trust can help you avoid probate. You will also need a medical directive to clarify your health wishes and needs. Equally important is designating a financial power of attorney to manage your financial affairs if you cannot. The Gift That Lives On Methods are available to ensure your or your loved one’s legacy of giving and caring continues by including charitable gifts in your estate plan. Suppose you have a
nonprofit you are passionate about or volunteered for. In that case, you can designate a portion of your estate, specific assets, or even valuables or collections, like art, to that group. Maybe your whole family attended the same college; start a scholarship fund for it. As the holidays approach, remember that a well- thought-out and current estate plan is a loving gift to give those you hold dearest.
Empowering Teams and Transforming Lives M eet J arrette B urckhalter At the Manely Firm, our dedicated team members work diligently to drive the firm’s success, and our Director wrapped up a UK-based contract, everything aligned perfectly, and he joined the team in May.
of Operations, Jarrette Burckhalter, is at the helm. With a wealth of experience and a passion for strategic leadership, he ensures our operations run smoothly. From streamlining our day-to-day processes to leading efforts to expand our presence, Jarrette brings vision and hands-on leadership to our firm. Jarrette has over two decades of experience in operational excellence, strategic alignment, and leadership in for-profit and nonprofit sectors in the U.S. and internationally. His interest in leadership roles stemmed from his entrepreneurial background and a desire to make a meaningful impact. Jarrette believes in creating efficient systems and processes that align with an organization’s goals and values. “When mission, vision, operations, and strategy are cohesively aligned, it fosters a culture of shared purpose and sustainable success,” he said. Born and raised in Atlanta, Jarrette has known the Manelys through community and business circles for years. In 2021, after selling his own firm, he took a professional sabbatical to reconnect and refocus on family, faith, and his future goals. During this transformational period, he connected with us about our growth plans and wanted to help with our goals when the time was right. Earlier this year, as he
Joining the firm was a clear choice for him because his values matched and resonated with our firm’s culture and pioneering spirit. He said he genuinely loves the people, values, and commitment to excellence at the Manely Firm. “Everyone is driven to be part of something bigger than themselves, which is inspiring and energizing,” he said. Since his arrival, he has overseen all facets of our operations, establishing firm-wide policies and growing and maintaining our vendor partnerships. Outside of work, Jarrette loves spending time with his wife, Amber, and their son, Jack, a high school junior who aspires to play college lacrosse. They love to travel and immerse themselves in new cultures. His family is also deeply involved in nonprofit, community, and faith-based organizations. Jarrette said it takes strategic thinking and flexibility to serve in this role. For him, the greatest reward is seeing our work’s impact. “Our work transforms lives and creates generational change for families worldwide,” he said. “Seeing my team’s accomplishments, big or small, contributing to this positive change is incredibly fulfilling.”
Jarrette’s leadership continues to inspire us and shape the firm’s future.
2
www.allfamilylaw.com
Made with FlippingBook Ebook Creator