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I’ve been writing about some tools that can help you record your personal, family history.
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aspirations, Bill Gates Sr, family history, heritage, lessons of life, life lessons, memoirs, purpose, Showing Up for Life: Thoughts on the Gifts of a Lifetime, testament, valuesI’ve touched on it before. I have no question I will be writing about it again. This, perhaps more than anything else, is what distinguishes legacy planning from estate planning: the content of what some call the “ethical will,” and others refer to as a person’s “testament” or “legacy letter” or what our second legacy planner called the “family wealth letter of intent.” It’s the device–or collection of devices: written, audio, video, or other–that conveys to members of future generations the special messages the estate plan donor wants them to know and remember, the stories of the people and events that shaped their lives, the special life lessons, the heart of the donor. Read the rest of this entry »
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(No Ratings Yet) Loading ... ethical will, family stories, family wealth letter of intent, future generations, heritage, inheritance, legacy, legacy letter, purpose, testament, values
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