Sample Shared Values Statements & Word Cloud
Review these sample shared values statements when working with your clients on how the incorporate their values into their estate planning
Category: Incorporating Values in Estate Planning
Letter of Wishes Samples
These sample Letter of Wishes are meant to be an example of how LeadingGen family members can provides guidance to trusted advisors, guardians, and/or…
Legacy Message Samples
These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their esta…
FISHS Sticky Note Activity
This activity uses the FISHS Capital Areas to help families begin to communicate and plan across all areas of capital, including, but not limited to F…
Shared Values
Enjoy this conversational video from Legacy Capitals on the topic of how shared values can help navigate big decisions.
How to Have the Family Wealth Conversation
Enjoy this conversational video from Legacy Capitals on the topic of how families can communicate about family wealth and the opportunities and respon…
Legacy Planning Podcast
This two part audio series answers the question "What is Legacy Planning?" and outlines the importance of role of spiritual capital.
Legacy Planning Podcast: Money and Happiness
Does money contribute to happiness? In this Podcast, Richard Orlando discusses the impact of money on happiness, including some of the common misconce…
Spiritual Capital, The New Currency
In this podcast, produced by Giving Warriors, Dr. Richard Orlando talks about spiritual capital.
Stop an Heir War
This article, published by CAPTRUST, features Dr. Richard Orlando discussing estate planning.
3 Essential Non-Technical Planning Considerations for Big Financial Gifts
This article outlines three essential, non-technical planning considerations to address when approaching a substantial transfer of wealth.
Fair vs. Equal
This video discusses the difference between fairly and equally distributing assets during the estate planning process.