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What is Values-Based
Estate Planning?
Just like it sounds,
values-based estate planning places your values at the core of your estate plan.
Although this sounds like a common-sense approach, traditional estate planning
often overlooks this step.
My values-based estate
planning practice incorporates several key elements:
 | Legal
Wills -- A Legal Will
ensures that your possessions are distributed in accordance with your wishes,
not someone else's. A Legal Will establishes security for your spouse or
children. Click here to learn
more about Legal Wills. |
| Ethical Wills
-- In addition to Legal Wills, I also incorporate Ethical Wills into my
values-based practice. An Ethical Will is a way to express your love for
family and friends, to share life lessons, and to offer hopes for
the future. Click here to learn more
about Ethical Wills. |
| Living Wills
-- I can assist you in preparing a Living Will, which provides instructions for medical
care when you are no longer able to make such decisions. |
| Charitable Giving
-- I help you decide if you want to leave any part of your estate to charity.
There are many practical and tax considerations in planning such gifts.
Click here to learn more about
Planned Giving. |
| Natural Burials and
Environmentally Friendly Cremations
-- I provide information regarding environmentally friendly burial and
cremation options. Some of us are increasingly uncomfortable with
traditional cemeteries and are looking for a way to further our conservation
values after we have passed away. |
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