Smart Tips for Estate Planning: Write Your Will Like George Washington Did

The father of our country crafted a finely detailed and surprisingly personal will to protect his family and his legacy. Follow in his footsteps by keeping these three principles in mind: communication, clarity and customization.

(Image credit: Mike Rosiana (Mike Rosiana (Photographer) - [None])

Estate Planning for those you love can dramatically alter the course of your family for generations. In his last will and testament of 1799, George Washington, laid out a clear vision for his legacy. He bequeathed the “use, profit, and benefit” of his whole estate to his “dearly beloved wife Martha Washington.” He also forgave the debts of many of his family members, financed the establishment of a school for orphans, earmarked stock for what is now Washington and Lee University and made arrangements to care for others dear to him.

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Chris Creed, CFP®, CPWA®
Senior Lead Adviser, Venturi Wealth Management

Chris Creed is a Senior Lead Adviser for Venturi Wealth Management. Chris partners with new clients to organize, plan and manage all aspects of their family's financial life. As a Certified Financial Planner® professional and a Certified Private Wealth Advisor®, Chris creates customized wealth planning strategies unique to highly affluent clients.