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

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

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WSJ: Can You Make Your Heirs Honor Your Beliefs?

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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

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