Psychological Issues of Bequests

Help clients work through emotional reactions when they’re considering who, when, why and how much to leave to intended heirs

In crafting an estate plan, many clients struggle with sleepless nights caused by wrenching emotional issues pertaining to their relationships with their children, their value systems, their personality issues and the effect of their own personal experience with gifts and inheritances. The history of the client’s own relationship with money and the client’s personal beliefs about money, which psychologists refer to as “money scripts,” shape the way clients consider

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