Estate Planning as Legacy: Protecting What You Build
- LaTerria Sherer
- Feb 2
- 2 min read

Black History Month is a time to reflect on resilience, progress, and the importance of preserving what has been built across generations. It is a moment to honor not only history, but also the responsibility of protecting family, ownership, and opportunity for the future.
Estate planning plays an important role in that protection. It is not simply about documents or end-of-life decisions — it is about legacy, intention, and ensuring that what you work hard to build is not lost to uncertainty or avoidable legal complications.
Legacy Is More Than the Past
For many families, legacy includes property, businesses, financial stability, and the ability to make decisions for loved ones. Historically, access to legal protections has not always been equal, and as a result, family assets and opportunities have too often been lost due to lack of planning or court involvement.
Estate planning helps ensure that progress is preserved rather than disrupted. It provides a legal framework that allows families to pass forward what they have built with clarity and intention.
Estate Planning Protects More Than Assets
While estate planning often includes the distribution of property and finances, its purpose extends much further. A comprehensive plan can:
Designate trusted individuals to make medical decisions
Authorize someone to manage financial responsibilities if needed
Provide guidance for loved ones during difficult moments
Reduce the likelihood of conflict or court intervention
These protections help families maintain stability during times of uncertainty and transition.
Intentional Planning Preserves Progress
Without an estate plan, decisions may be left to default state laws or the court system. This can lead to delays, added expenses, and outcomes that do not reflect a person’s wishes.
Planning ahead allows individuals and families to take control of these decisions. It ensures that values, responsibilities, and intentions are clearly documented and legally enforceable.
Honoring the Future Through Preparation
Black History Month reminds us that progress is rarely accidental — it is built through intention, effort, and foresight. Estate planning is one way families can continue that legacy by protecting what they have worked for and providing clarity for the next generation.
Planning With Purpose
Estate planning is not about anticipating the worst. It is about protecting family, honoring progress, and creating peace of mind.
If you have questions about estate planning or would like to begin protecting your legacy, contact our office to schedule a consultation and learn more about your options.