What ‘Non-Financial Assets’ Should Be Included in Your Estate Plan?

When you organize your will, trust and legal documents, don’t forget about your memories, values, traditions, philanthropic vision, key skills and beliefs.

A grandfather has a heart-to-heart talk with his grandson.
(Image credit: Getty Images)

Most estate planning attorneys do a fantastic job helping their clients set up the proper legal structures to transfer financial assets, but they often don’t consider the intangibles. That’s where legacy planning comes in. Legacy planning goes beyond your financial assets and considers your impact on your family and the world.

7 Components of a Non-Financial Legacy

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Laura A. Roser
Founder and CEO, Paragon Road

Laura A. Roser is the founder and CEO of Paragon Road, the leading authority in meaning legacy planning (passing on non-financial assets, such as values, wisdom and beliefs). For more information about legacy planning, visit www.paragonroad.com.