What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan?
by Laura A. Roser
Apr 27, 2021
4 minutes
Most estate planning attorneys do a fantastic job helping their clients set up the proper legal structures to transfer financial assets, but they often don’t consider the intangibles. That’s where legacy planning comes in. Legacy planning goes beyond your financial assets and considers your impact on your family and the world.
7 Components of a Non-Financial Legacy
Consider including these intangible components in your estate planning process:
1. Beliefs, Values and Vision
The first step is identifying what you believe in. I recommend writing a to serve as a compass to living in a way that creates the impact you desire. If your children are younger or you have a close multi-generational family, you may
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