More than a Will: Why Estate Planning is an Act of Kindness

I am constantly inspired by the David Staenberg Family Foundation’s commitment to veterans and youth. Their work is about legacy, ensuring that the next generation has the tools to succeed regardless of the obstacles they face.

In my practice at Penterman Law, I view estate planning through that same lens. Many people believe a comprehensive plan is just about assets. In reality, a well-crafted plan is a roadmap for your loved ones during their most difficult moments. It is your way of saying, "I’ve taken care of the details so you don't have to."

For the DSFF community, two areas are particularly vital:

• For Parents of Children with Unique Needs: If you have a child with dyslexia or other learning differences, your estate plan can ensure they have the long-term financial support and guardianship they need to thrive, even if you are not always there to guide them.

• For Our Veterans: You’ve spent your life protecting our country; now it’s time to ensure your own "home front" is protected with clear directives that honor your wishes.

A Quick Tip for 2026: Take ten minutes this week to check your beneficiary designations on your life insurance and retirement accounts. These often override what is in your Will, and keeping them updated is one way to avoid legal headaches for your heirs.

Legacy isn't just for the wealthy; it’s for anyone who wants to protect their family’s future.

For DSFF Newsletter Subscribers: If you’ve been putting this off, let’s make it easy. I offer a complementary 15-minute "Legacy Check-in." We can discuss your goals and see if your current plan (or lack thereof) is truly protecting you.

Visit pentermanlaw.com or call us at 531.254.8130 to schedule.

Disclaimer: This post is for informational purposes only, does not constitute legal advice, and does not create an attorney-client relationship.