Legacy

How do I make sure my family values get passed down with my assets?

You can preserve family values alongside your assets by creating detailed instructions within your estate planning documents that explain your intentions and priorities. Many families include personal letters, ethical wills, or family mission statements with their trusts and wills to communicate their values directly. You can also structure your estate plan to support causes you care about through charitable giving provisions, or create incentive trusts that encourage specific behaviors or achievements in your beneficiaries.