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Family Legacy Conversations: Ethical Wills

When planning for the future, some families are able to retain their assets and keep the family connected because they add vital conversations to the planning mix. They integrate their values, vision, and family stories. When families engage in this process they learn to do their best thinking and act as a resource for one another. One useful tool is the Ethical Will, which defines values, beliefs, life lessons and blessings for the next generation. It can also be used for philanthropic giving. Participants will be immersed in an Ethical Will writing exercise.

Dates and locations to be announced.


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