A Christmas Gift Your Family Will Treasure for Generations

Christmas often brings us back to familiar places. We gather around the same tables, share meals we’ve eaten for years, and listen to stories we know by heart. Being together in person creates a sense of comfort and connection that’s hard to replicate any other time of year.



But those gatherings often reveal more than tradition. You may notice a parent moving a little slower or a grandparent pausing to remember details that once came easily. These changes are subtle, but they tend to stand out during the holidays when we finally slow down and spend time together.

When someone we love is gone, it’s rarely the gifts or belongings that matter most. It might be a simple ornament, a handwritten note, or a phrase they used often. But the meaning isn’t in the object itself.

It’s in the memory it carries.

We miss their voice.
Their laughter.
The stories they told without realizing how much they mattered.



Those small reminders suddenly feel priceless, not because of what they’re worth, but because of who they remind us of. Many families wish they had taken the time to capture those stories while they still could.

Estate planning often focuses on legal documents and finances. Those things are necessary, but they don’t tell the story of your life.



That’s why our Life and Legacy Planning process includes a Family Wealth Legacy Interview. This interview gives you or your loved one the opportunity to record personal stories, values, and reflections for future generations. It captures what truly matters, beyond paperwork.

For families spending Christmas with aging parents or grandparents, this can be a meaningful way to preserve their voice and experiences while they are still able to share them.

Many people worry the word “interview” sounds formal. In reality, it’s a guided conversation designed to feel natural and comfortable.

Some people talk about childhood memories or family traditions. Others share lessons they’ve learned or messages they want future generations to hear. We help guide the conversation so it flows easily and reflects what matters most to you.



The interview is recorded on video, either in person or remotely. Afterward, your family receives a digital recording that can be shared and revisited for years to come.

The holidays often make meaningful conversations easier to begin. Time slows down, and families are already reflecting on what matters most.



If you’re unsure how to start, begin with honesty and care. Let your loved one know how much their stories mean to you and why preserving them matters. Approaching the conversation from a place of appreciation often opens the door to deeper planning.

The Family Wealth Legacy Interview is one part of our broader Life and Legacy Planning approach. This process goes beyond creating documents. It focuses on protecting your family, your values, and your peace of mind over time.



Life changes, families grow, and priorities shift. Your plan should reflect that. By working with an attorney who understands your family, your planning can evolve as your life does.

If this Christmas has you thinking about the people you love and the legacy you want to leave, a short call with April can help you take the next step.

During the call, you can learn how Life and Legacy Planning works and whether a Family Wealth Legacy Interview makes sense for you or a loved one.



When you’re ready, schedule a call with April and start protecting what matters most to your family.