How to Pass Your Stories and Values to Future Generations
Money and property may be the most discussed types of wealth that a person owns, but the
riches of their experience and wisdom can mean even more to loved ones down the line.
Reinforcement of family traditions can be built into your estate plan alongside your wishes
regarding the distribution of your money, property, and belongings. After all, what really makes a
family is its values and traditions—not the finances that are left behind.
An excellent way to share your values with your loved ones is to hold a family meeting to
discuss what matters most to you. In addition to sharing your wisdom, you may make it more
likely that your loved ones will handle their inheritance responsibly, especially if they understand
the reasons behind the choices you have made in your estate plan. This is one of the many
reasons for having a family discussion about your legacy and estate plan.
How to Tell Your Story Through Your Estate Plan
It can be delightful to hear your elders’ stories of their fondest memories and wildest adventures,
as well as the struggles they overcame to get the family where it is today. Such wisdom
provides meaning for a financial legacy that otherwise might be viewed as just a lucky windfall.
As part of your estate and legacy planning, you may decide to record your own personal history
of triumphs and tribulations through one or more of the following methods:
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