Creating an Ethical Will
When you’re planning your legacy, you think about preparing an estate plan for the distribution of your assets, but have you considered preparing an ethical will?
In this issue of the Luma Wealth Bulletin, you’ll learn about sharing your story, values, hopes and dreams with future generations and:
• The benefits of preparing an ethical will
• Ideas for messages it might contain
• Tips to help you get started
• Valuable suggestions to help you choose an executor for your estate and a handy scorecard to help you assess candidates
An ethical will is a priceless gift to your loved ones, and it’s a gift to you as well for the opportunity to reflect on your life. When it’s time to address the more emotional side of legacy planning, your Luma Wealth advisor can help you brainstorm ideas to include in your ethical will.