Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Monday, December 24, 2012

'Spiritual' Estate Planning

ImagesAlice Reiter Feld advises clients on "spiritual" estate planning, which focuses on how to pass down money based on values.  Many baby boomers are turning to "spiritual" estate planning because they want to make sure their values are passed along with their money.  The main goal is to leave money behind with a purpose. 

Those who are drawing up an estate plan should first determine who is among their kin. It becomes more challenging to make this decision as family relationships become more complicated.  Parents should also consider if they have passed their values on to their kids.  And if parents do not plan to leave the money to children equally, they should sit down with the children and discuss why they decided to distribute their money as they did. 

See Donna Gehrke-White, 'Spiritual' Estate Planning on Rise, Sun Sentinel, Dec. 23, 2012. 

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.


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What is a spiritual estate planner? What do they say some sort of prayers before you enter the house? What religion do they belong to?
I am a roman catholic and when i brought my house i used a normal estate agent from my local community and although they are not a spiritual estate planner they found my perfect house for my self and my future kin. (http://www.bmigroup.gi/)

Posted by: Henry | Dec 28, 2012 12:34:33 AM

"but for the grace of God, there go I"

Posted by: brian j. cohan | Dec 30, 2012 6:04:53 PM

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