Story by Matt Neil, Oklahoma Real Estate Planner
Since the holiday season is upon us, it is a wonderful time to reflect about how your home has been a centerpiece for the memories that have been made there and the traditions your family has kept. It is also an opportunity to think about what meaningful legacy you will create to continue to enrich your family for years to come.
Your home is much more than a property, it’s a place filled with memories, love, and laughter. Whether it’s the house where your children grew up or where you’ve hosted countless holiday gatherings, it holds a special place in your family’s story. As Oklahoma’s Best Real Estate Planner, I help families think about how they want their home to be a part of their family’s future.
If passing your home down to your children or grandchildren is part of your plan, make sure your wishes are clearly outlined in your estate planning document. We encourage you to speak with an estate attorney to ensure your property is transferred smoothly and in line with your intentions. Most people don’t know that over 70% of families argue over real estate when a family member leaves a property behind without a plan to divide it. In real estate planning, we help families think about how they want to divide their real estate, as it is often overlooked and is often a point of contention among families.
While your home is a tangible part of your legacy, your values and traditions are just as important. The holiday season offers a wonderful opportunity to reinforce what matters most to you and your family. Consider creating traditions that can be passed down for generations, such as baking a family recipe, decorating together, or sharing stories around the table. Write down or record your memories, life lessons, and hopes for the future. These treasures can serve as a guide for your loved ones, reminding them of the foundation you built and the values you cherish.
Creating a legacy plan is about more than finances—it’s about ensuring that your love, traditions, and values live on. If you’d like help finding the perfect home to complement your legacy or need guidance on how to align your real estate plans with your family’s future, I’d be honored to assist. Give us, your certified Real Estate Planner, a call at 405-757-9980, or email at [email protected]. Let’s make sure your legacy is one that brings your family together for years to come.
Matt Neill is a realtor who has lived in Oklahoma over 17 years and enjoys spending time with his family, reading, and cheering on the OKC Thunder.
