Your last words to loved ones

By Luma Wealth on February 20, 2019


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.

Luma Bulletin February 2019


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Luma Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Luma Wealth and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Luma Wealth and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Luma Wealth and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Luma Wealth and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.