Intangible Benefits of Estate Planning

I was thinking about the values of estate planning this week, and came up with this list of intangible values…

  • Family Values Passed On
    • Preserve your values
      • For example, setup trusts for education or donate to your church
      • Donate to community charities
    • Record a message for your children
      • Audio
      • Video
  • Sense of accomplishment and closure
  • You pick who you want, instead of a judge, to make decisions for
    • Healthcare
    • Financial Decisions
    • Final Moments
    • Personal representative of your estate
  • Direct how your legacy is managed
  • You choose who gets your assets, not the government, laws, and judges making those choices
  • Less emotional stress for your family
  • Protection and security for your family