Lee Law News
Being Good Stewards of All We’ve Been Given
Recently, Norma and I had the opportunity to go to Jamaica and volunteer at two schools there. We spent two days teaching STEM lessons to groups of fourth-, fifth-, and sixth-graders, and it was an amazing and eye-opening experience. Every student in the classroom was so eager to learn, so ready to be taught something new. It was our first time participating in this trip, and we came away feeling even more inspired to do more of what we do here at home. Spending time with people who have so little makes you realize how blessed you are. What we take for granted — access to dental care, shoes to protect our feet, enough food to eat — some people don’t have at all. It makes you grateful for everything you’re fortunate enough to have, and it makes you want to protect it. April is Financial Literacy Month, and coming off of this trip, it feels like a timely reminder to be good stewards of all we’ve been given. You can do this by being aware of where you stand financially and by creating a plan for yourself and your loved ones that protects your legacy. The best way to be a good steward is to ensure you’re preserving your wealth and making sure you’re building something that can survive for your lifetime — something that can be passed down to your loved ones after you’re gone. By building a legacy and setting the structures in place to pass your legacy down to your children, you are putting financial literacy into practice. Some of our clients are dealing with personal finances for the first time in their lives. When the spouse who managed the finances in a household passes away, the surviving spouse has to pick up the pieces and learn everything, including where the accounts stand, how the mortgage got paid, etc.
People who lose a child are also faced with how to settle accounts and put everything to rest. For those coming into an inheritance, there are taxes to pay, and parents sending their kids to college have a lot to think about as well. Long-term health care also affects many of our clients. If you’re looking at retirement in the near future, it’s time to consider if you have been investing enough to ensure you’re taken care of. There is so much to know, and the good news is that you don’t have to know it all. That’s why we’re here. We host monthly workshops on topics in estate planning, including long-term health care and nursing home asset protection. See all of our upcoming workshops and register for them at mleelaw.com/seminars. Education is one of the most important parts of financial literacy. You shouldn’t have to have a law degree to feel confident about navigating your future. This is the reason we host workshops every month: We want to help people feel confident and in control of their financial future. You can’t plan for everything, but you can put the mechanisms in place to secure a comfortable future for you and your loved ones.
“This is the reason we host workshops every month: to help people feel confident and in control of their financial future.”
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