This is an excerpt from a member-only article. To read the article in its entirety, please login or subscribe.

Venture beyond legal and financial in your estate plan

You draft your will, purchase an extensive life insurance policy, and set up a trust. You work diligently with an attorney to get the legal matters of your estate plan in order. Everything seems in place, but you still feel like something is missing. "It’s often not very satisfying to have only the typical estate plan," says estate-planning attorney Dagmar Pollex.1 Most estate plans are one-dimensional and focus only on legal matters, ignoring other important facets of life such as family and beliefs, she says. But that doesn’t have to be the case. Increasingly, people are filling the emotional void left in traditional estate plans with "family love letters" and ethical wills.

MOST POPULAR

SPONSORED REPORTS
SPONSORED HEADLINES

SIGN UP

FREE e-Newsletters Join the Council Subscribe to HL magazine

SPONSORSHIP & ADVERTISING

100 Winners Circle Suite 300
Brentwood, TN 37027

800-727-5257

About | Advertise | Terms of Use | Privacy Policy | Reprints/Permissions | Contact
© HealthLeaders Media 2015 a division of BLR All rights reserved.