Mother’s Day is a time to pause, reflect, and appreciate the women who have shaped our lives with their love, guidance, and quiet strength. Whether your mom is still with you or you’re honoring her memory, this season offers a beautiful opportunity to consider the legacy she’s passed on—and how you can preserve and extend it for future generations.
This year, we encourage you to go beyond flowers and brunch. Consider having meaningful conversations that celebrate your mom’s values, protect your family’s future, and ensure her legacy lives on.
Here are three estate planning conversations that can be a powerful way to honor your mother this Mother’s Day:
1. Reflect on Her Values and Stories
Every family has stories that deserve to be remembered—and many begin with Mom. What did she value most? What lessons did she teach you through her words or actions? What moments shaped her outlook on life?
Whether you’re gathering around the table with family or flipping through old photo albums, take time to share her stories. You might even consider creating a legacy letter or video message that captures the essence of who she was and what mattered most to her. These personal treasures can be just as meaningful as financial inheritances and often hold far more emotional weight.
2. Review Sentimental Assets and Family Heirlooms
While legal documents tend to focus on the big-ticket items, it’s often the sentimental ones—Mom’s wedding ring, her handwritten recipes, her favorite book collection—that carry the deepest emotional significance.
Use this time to talk with your loved ones about which items hold meaning and what your wishes are for their future. If your mother has passed, consider how these pieces can be shared, preserved, or passed on in a way that continues her story. If she’s still with you, involve her in those decisions. It’s a conversation rooted in respect, legacy, and love.
3. Preserve Family Harmony Through Planning
Nothing honors your mom more than keeping the family united and at peace. Too often, disagreements or confusion around estate matters can cause strain or division, especially during times of grief.
Estate planning is about more than documents—it’s about clarity, communication, and care. Make sure your own plan reflects your values and helps your children and family avoid unnecessary stress or conflict down the road. And if your mother hasn’t yet completed or updated her plan, this can be a gentle time to open the conversation with love and support.
This Mother’s Day, Give the Gift of Legacy
There is no better time than now to reflect on the legacy you’ve inherited—and the one you’re creating. Estate planning is one of the most powerful ways to honor the people who came before us while protecting the people we love today.
If you’d like help organizing your own estate plan or supporting your mom in getting hers in place, our team is here to guide you every step of the way.
Happy Mother’s Day from all of us. May it be filled with love, laughter, and a legacy worth celebrating.
