I don’t intend to copy many more of the questions from the Legacy Planning book. But I understand this question will become key to our planning:

From the following list of values and virtues, mark the 5 MOST important to you with an “M” and the 5 LEAST important to you with an “L.”

Acceptance	Intimacy
Accomplishments/Results	Joy
Adventure/Excitement	Leadership
Approval	Loyalty
Aesthetics/Beauty	Making a Difference
Autonomy	Mastery/Excellence
Career	Mental Intelligence
Commitment	Openness
Community	Partnership
Completion	Passion
Connecting/Bonding	Physical Health
Creativity	Personal Power
Education	Privacy
Emotional Health	Recognition/Acknowledgement
Environment	Relationship w/ Family
Financial Security	Relationship w/ Friends
Freedom	Relationship w/ God/Higher Power
Frugality	Service/Contribution
Fun	Solitude
Generosity	Spirituality
Happinesss	Trust
Honesty	Vitality
Humor	__________
Influence	__________
Integrity	__________

My “M’s” included

• Making a Difference
• Openness
• Passion
• Relationship w/ God

and

• Integrity.

My “L’s”:

• Approval
• Recognition/Acknowledgement
• Financial Security . . .

and then, without quite such confidence in the “correctness” of my answers:

• Solitude

and

• Personal Power.

I’ll be curious to see how these answers work themselves out into a Family Vision Statement! (????!!!!)

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This entry was posted on Friday, March 9th, 2007 at 6:35 am and is filed under estate planning, family meeting, legacy planning, questions. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.