Legacy Law Firm - April 2024

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April 2024

Time for a Leap of Faith

The Importance of Taking Chances

In my experience, everything great in life comes from taking chances. With National Take a Chance Day coming up on April 23, it is important to realize how life-changing taking a leap of faith can be. Whether taking a big chance, like starting a business or asking for someone’s hand in marriage, or something small, like entering a competition or committing yourself to learning a new skill, it can pay off in a big way. Stepping out of our comfort zone, like starting a new career, asking someone out on a first date, or taking the driver’s test to get a license, is also the first step toward making great memories and positive changes in our lives.

A Question to Ask (or Answer for) a Loved One Asking and answering important questions helps preserve your family’s values and life lessons for generations to come. As a child, what did you want to be when you grew up?

take a chance that things might turn out for the best or to not take that chance and have everything stay the same?

Staying in your lane and playing it safe, hoping things will work out, is also taking a chance, but it’s a chance you can’t influence much. If you don’t try new things and ever fail, then that is a problem: We cannot learn without failure and succeed without taking a risk. I prefer having agency, and you should, too. If I hadn’t taken a gamble on myself and gone to law school, I would not have been able to help our incredible clients.

Taking chances in life puts us on paths we may never have expected. You may not end up exactly where you planned, but you’d never be where you are now without first taking a gamble on a better future. So, take a chance! That leap of faith may put you on an incredible path.

One of the scariest leaps of faith I’ve ever taken was also the greatest. It’s been a little while — 25 years, in fact — since I proposed to my wife, but I can still remember how anxious I was to call my future in-laws to get their blessing beforehand. Thoughts raced across my mind: What if they said no? Have I done enough to earn their trust? Do they think I am the right man for their daughter? Thankfully, they did give me their blessing, and while it may have been uncomfortable in the moment, it ultimately led to so much happiness. Knowing your potential is impossible unless you believe in yourself, take that chance, and push those boundaries. More often than not, we can’t expect a reward without first taking a risk, but overthinking can lead to hesitation. Leaving our comfort zone is scary for many people, and some of these things can actually be pretty frightening. But is it more frightening to

“Faith gives us confidence in what we hope for and proof of things unseen.” – HEBREWS 11:1

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4 Meaningful Pursuits to Explore After Retirement

education but couldn’t fit it into your schedule, now you can. There are courses available online and in person. Many classes specialize in educating seniors, while others offer highly discounted rates. Some colleges allow seniors to audit their courses at little to no cost with a tuition waiver. Lifelong learning also helps reduce the risk of Alzheimer’s and dementia. So, if you worry about these diseases, continuous learning is one of the best defenses you can have. No. 3 Help and Advocate Many retirees find purpose through volunteering. Many organizations need a hand, like food banks, soup kitchens, and animal shelters. Giving them some of your time allows you to support your community, further a cause, and even save lives. Volunteer work also connects you with like- minded people, ensuring you make friends with people who share your values.

Retirement is the end goal after decades spent working and saving. Once reached, a common question retirees ask is, “Now what?” There’s a massive gap in your schedule now, and there are countless things you can fill the time with. So, here are four big ideas you can use to take advantage of your newfound freedom. No. 1 See the World The world is a vast and beautiful place, and now that you don’t have obligations tying you down, you can finally get out there and see everything on your bucket list. If you ever wanted to experience the breathtaking size of the Grand Canyon or dreamt of dining at French cafes by the Seine River in Paris, then retirement is the perfect opportunity to go on those adventures. No. 2 Never Stop Learning Be a lifelong learner. If you’ve always wanted to explore your interests through

No. 4 Retire a Little Less Some retirees miss the purpose that work gives (as well as the income). Many jobs also keep you on your feet and active. If you count yourself among them, consider picking up a part-time job. Roles like delivery driver, substitute teacher, and dog walker allow you to line your pockets while meeting people. Retirement is not just the end of work — it’s the start of leisure. You can do and experience many things, from seeing the Mona Lisa to volunteering at an animal shelter. It’s time to take advantage of retirement and seize every opportunity.

HOW TO SUCCEED AS AN EXECUTOR TIPS TO AVOID MAJOR MISSTEPS

which is why changing the locks could be crucial if the family situation is contentious.

If you’ve been named the executor for someone’s last will and testament, you’ve been entrusted with the responsibility of carrying out a person’s last wishes. This honor — and legal responsibility — means you must take care of financial obligations, including paying any outstanding debt or taxes, and then properly dispense the remaining assets according to the directions in the will. The person who chose you to be executor trusts that you can handle this responsibility, so we’re here to walk you through the process and clear up any questions you may have. If you are listed as the executor or the trustee in someone’s estate planning documents, you should do a few things immediately upon their passing. First, you must secure their home and any other property as quickly as possible. This involves

Next, you should locate all relevant estate planning documents and then determine whether the estate must go through probate. You will need multiple copies of the death certificate for banks, credit card companies, and insurance. Other important documents you will need include insurance policies, credit card statements, investment account and pension statements, and contacts for attorneys and accountants. Give yourself time to review these documents carefully. Once you understand the estate plan, you can call a meeting with all involved to review the deceased family member’s instructions on how to distribute the assets. Being prepared and proactive will ensure you carry out your duties as an executor with precision and honor the person who entrusted you with this duty.

maintaining any property until the estate is settled, including changing the locks.

Often, family members will try to go into the house after someone passes away and remove items. As the executor or the trustee, you have to ensure this does not happen,

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TAKE A BREAK

Keeper Ledesma Showed Fans a Different Kind of Save

ARBOR ARIES

BASEBALL CHERRIES CHOCOLATE DAISY DIAMOND ENVIRONMENT GARDEN KITE

How a Goalie Helped Rescue a Stricken Spectator

RAINBOW SHOWERS

The European football pitch is often the scene of bitter rivalries and even violence between fans, but spectators at a 2022 match between the Spanish professional football clubs FC Barcelona and Cadiz CF witnessed an entirely different kind of drama. The match was suspended when a spectator in the end zone collapsed. As medical staff rushed to help, the goalie for Cadiz broke from his position, raced to his team’s dugout, retrieved a medical kit with a defibrillator, sprinted back toward the scene, and tossed the kit to the medics. Thanks in part to the defibrillator, which medics used to resuscitate the victim, he was safely transferred to a nearby hospital.

Grilled Steak With Chimichurri Sauce

Many onlookers credit Cadiz’s goalie, Jeremias Ledesma, with averting a tragedy.

It is hard to tell who will step up in a crisis and who will freeze. People who are normally empathetic may shrink back, while sometimes introverts dive in to help, surprising even themselves. Those who respond heroically tend to be hopeful people who take charge in difficult situations — traits professional soccer goalies clearly need. People who step up to help others also tend to have a strong sense of responsibility, another requirement of keepers. The coach of the rival team praised Ledesma’s quick thinking. “We’re talking about a human life, and any human life is above a soccer game,” Barcelona’s coach, Xavi Hernandez, was quoted as saying. Only after the spectator was revived and en route to the hospital did the teams agree to resume the game. Although Cadiz lost the match 4-0, Cadiz fans went home with a different kind of win — global recognition of their goalkeeper’s good deed. Video of Ledesma’s quick response quickly went viral, earning “massive respect” from commenters and worldwide plaudits for heroism.

Ingredients

Inspired by TheSpruceEats.com

For the grilled steak: • 2 lbs steak (flank, sirloin, or skirt steak) • 2 tbsp olive oil • Salt and pepper, to taste

For the chimichurri sauce: • 1 cup fresh parsley, chopped • 2 cloves garlic, minced

• Juice of 1 lemon • 2 tbsp olive oil

• 1 tsp red pepper flakes • Salt and pepper, to taste

Directions 1. Preheat grill to medium-high heat. 2. Rub the steak with the olive oil, salt, and pepper. 3. Grill the steak for 4–5 minutes per side or until it reaches desired doneness. 4. Meanwhile, make the chimichurri sauce: In a small bowl, mix together the parsley, garlic, lemon juice, olive oil, red pepper flakes, and salt and pepper. 5. Let the steak rest for 5 minutes before slicing. 6. Serve the steak with the chimichurri sauce and enjoy!

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PRST STD US POSTAGE PAID BOISE, ID PERMIT 411

803-746-7000 www.planningyourlegacy.com 1771 N HWY 321, Ste. 100 BOWLING GREEN, SC 29703

INSIDE THIS ISSUE

Why Taking Chances Pays Off

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How to Flourish in Your Retirement Years

How to Be a Successful Executor

Grilled Steak With Chimichurri Sauce

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Soccer Goalie Saves a Fan’s Life

What We Can Learn From Chaotic Celebrity Probate Battles

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Chaotic Celebrity Probate Battles Hold Lessons for All BIGGER STARS, BIGGER MESSES

her an allowance so she could remain in the couple’s home. However, his three children eventually inherited the home, and the widow agreed to a settlement in 2015. Even murkier is the case of Gary Coleman, star of the TV series “Diff’rent Strokes.” Coleman died at age 42 after a fall in his home left him in a coma with a brain hemorrhage. Coleman and his ex-wife, Shannon Price, divorced in 2008, and the actor left his estate to Anna Gray, his personal assistant and former girlfriend, in a 2005 will. Price claimed Coleman created a 2007 codicil that left his assets to her, so the battle dragged on for years. The lesson here? The bigger they are, the harder they fall? Perhaps. But there is also real wisdom to be gained: Don’t do as these celebrities did. Seek professional help with estate planning — long after you’re gone, your loved ones will thank you for it.

In November 2020, after 20 years of leading the high-flying retailer Zappos, Hsieh died alone without a will at age 46 from injuries caused by a fire he set himself, leaving a $500 million estate. He had jotted many of his final wishes only on sticky notes, so his family and friends are still battling in court. After the artist formerly known as Prince died in 2016, no fewer than 700 people claimed to be his descendants. Without a will or named executor, the artist’s estate remained unsettled for years as lawyers, bankers, advisers, and heirs haggled over it. It took DNA testing to clear the fog, qualifying his sister and five half-siblings as his rightful heirs. Relatives of the beloved comedian Robin Williams mounted a long and bitter legal fight over his estate, estimated at more than $100 million. His widow, Susan Schneider Williams, claimed Williams intended to leave

While living celebrities claim an outsized share of our attention, many keep grabbing headlines long after they die. Among crazy celebrity probate cases, few have made a bigger mess than celebrated entrepreneur Tony Hsieh.

Photo: Eva Rinaldi

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