Joshua Tree Enterprises

Sign Up for Newsletter

About this Entry

This page contains a single entry by Associate Editor published on November 26, 2012 7:49 PM.

IRS Issues Nonacquiescence to Wandry was the previous entry in this blog.

'Spiritual' Estate Planning Passes on Values of Departed is the next entry in this blog.

Find recent content on the main index or look in the archives to find all content.

WSJ: Can You Make Your Heirs Honor Your Beliefs?

TrackBacks (0)

A Wall Street Journal article by Rachel Emma Silverman highlights the link between one's spiritual or religious beliefs and estate planning.  Faith-based estate planning can lead to expensive legal challenges by heirs.  Planners can encourage their clients to be less restrictive in their estate plans, and instead, take measures to pass their values along while they are alive.  

See Rachel Emma Silverman, "Can you make your heirs honor your beliefs?" Wall Street Journal (Nov. 13, 2012).

Posted by Beth Tolentino, Associate Editor, Wealth Strategies Journal

0 TrackBacks

Listed below are links to blogs that reference this entry: WSJ: Can You Make Your Heirs Honor Your Beliefs?.

TrackBack URL for this entry: http://www.wealthstrategiesjournal.com/mt/mt-tb.cgi/7272