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Values and virtues aren’t subject to estate taxes or probate. They are the one gift our posterity won’t squander. But how do you pass more than money/wealth to your children and grandchildren? PPI has developed some easy-to-master exercises which are immensely satisfying and valuable. In this session, we’ll explore three different PPI exercises which tap into our client’s values and virtues. We’ll illustrate what each exercise generates and discuss who might be the best candidate for each exercise. Then we’ll discuss how each exercise can either be integrated into the estate planning documents or created as a separate Purposeful Legacy.

This session is for PPI members who have signed up for the 2019/20 Purposeful Trusts & Gifts Mastery Program.  Contact us for more information or to register.