Friday, February 28, 2014
An ethical will is a way for a person to share the principles, values, and guidelines that went into creating their wealth. Although not legally binding, an ethical will gives a person the opportunity to convey a heartfelt expression of what truly mattered most in their life.
See the article below for a sample ethical will as well as some writing prompts that can help client’s organize their priorities and values.
See John Kador, The Rep’s Guide to Ethical Wills, Wealth Management, Feb. 25, 2014.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.