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Passing on Values as well as Valuables

The best advisors now say, wisely, that a good legacy plan passes on values as well as valuables. They may have you circle your values in a list of such or sort a deck of values cards.

But take a moment.  Step outside for a moment. Ask yourself how your own values were formed, how you inherited them? What role did a religious tradition, a literary or philosophical tradition, a school, a coach, or adult supervised after school activities play, along with the example and admonitions of those who loved you?

How, then, can your legacy planning keep the circulation of love, care, and concern going through the organizations that foster the values without which we would be no better than animals?


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