Transferring the Intangible

The wealthy have far more to bequeath to the next generations than their dollars. That's why a comprehensive estate plan addresses intangible assets as well as the standard tangibles. Estate planners can easily adapt the basic tools and vocabulary of their practices to the challenge of planning for legacy intangibles. It's not necessary to acquire new credentials in psychology or religious studies

The wealthy have far more to bequeath to the next generations than their dollars. That's why a comprehensive estate plan addresses intangible assets as well as the standard tangibles.

Estate planners can easily adapt the basic tools and vocabulary of their practices to the challenge of planning for legacy intangibles. It's not necessary to acquire new credentials in psychology or religious studies to provide guidance on a topic of enormous importance to clients — indeed, to all of us.

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