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This page contains a single entry by Associate Editor published on November 26, 2012 8:12 PM.

WSJ: Can You Make Your Heirs Honor Your Beliefs? was the previous entry in this blog.

Portability of Estate Tax Exemption Likely to be Preserved is the next entry in this blog.

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'Spiritual' Estate Planning Passes on Values of Departed

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Spiritual estate planning is growing in popularity for baby boomers.  Individuals are becoming increasingly concerned with ensuring that their values are passed along with their estates.  People want to make sure their money has a purpose, and estate planning may include considerations of what values to promote, which charities to donate to and which kin to include in a time when blended families and multiple marriages are common.

See Donna Gehrke-White, "'Spiritual' estate planning passes on values of departed," Southflorida.com (Nov. 11, 2012).

Posted by Beth Tolentino, Associate Editor, Wealth Strategies Journal 

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