Crear un legado es una forma de honrar su vida y beneficiar a las generaciones futuras. Siempre recordamos a nuestros clientes que, en lo que respecta a la planificación patrimonialno no sirve para todos.

Cuando nos reunimos con nuevos clientes para implementar su planificación patrimonial, una de las muchas preguntas que hacemos incluye: "¿Cuáles son sus objetivos de planificación patrimonial?" Hacemos esta pregunta porque cada cliente tiene diferentes objetivos y, por lo tanto, el plan de sucesión de cada cliente debe adaptarse para alcanzar estos objetivos.   

Often, our clients share that there has been a specific organization that has made a significant impact on their lives. Many of our clients choose to express their gratitude and appreciation by including the organization in their estate plan. They may elect to make a contribution to recognize the organization, either by:

• making a gift—during their lifetime; or
• by making a bequest—upon their passing.  

Recently, one of our clients, John Brancaccio, shared with us his family history of heart-valve disease and his goal to help others by making a bequest to St. Francis Hospital. John stated, “There are many charitable options available today, if you are in the position to give. But my attitude is to provide help where the goal and outcome has almost an immediate impact in the lifestyle of an individual human being.”

We were able to assist John Brancaccio in accomplishing his legacy. On Mayo 11th, 2016,  partners, Vincent J. Russo, JD, LLM, CELA, CAP and Marie Elena Puma, Esq.,  joined John at a ceremony in his honor at St. Francis Hospital. This ceremony was for the dedication and naming of the John Brancaccio Heart Valve Center.

The John Brancaccio Heart Valve Center will be John’s lasting legacy so that the next generation will benefit from continued advancements through less invasive approaches to patients where none existed before.

What is your legacy? If you, like John, are interested in charitable gift giving—either in your lifetime or after death—contact us today to discuss how we can help you to create your legacy.

Questions or comments? Call us today (800) 680-1717.