Tag: ethical will
Feb 10, 2025
Estate planning, as I emphasize to clients and write about regularly, is critically important. It matters that we establish how we want our tangible assets like money and property distributed when we die. Life legacy planning is a broader perspective that includes our...
Jun 4, 2018
Legacy Parenting and Financial PlanningWatch this video on YouTube Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often lasts for a client’s’ lifetime....
Nov 23, 2015
Estate Planning Beyond FamilyWatch this video on YouTube One of the reasons so many of us procrastinate when it comes to estate planning is a reluctance to think about death and dying. Another reason that may be even stronger is the need to make decisions. It’s...
Apr 8, 2010
The ancient ethical will is a beautiful tool for those who don’t want their legal will to be their only “last words.” Updated for a modern audience, the ethical will is a non-binding personal legacy letter (or recording) that is attached as a side document to legal...
