The Gifts You Leave For Your Children and Community
FORMS
A Spectrum of Legacies contains forms designed to assist you in creating your own legacy. To get started, simply click on a form below to download. You can also access a folder containing all the individual forms, pdf | doc .
Worksheets For You And Your Advisors
Why We Choose To Leave Money To Our Children - pdf | doc
How We Chose Our Inheritance Amount - pdf | doc
How We Would Like Our Children To Use Their Inheritance - pdf | doc
The Values We Hope To Pass To Our Children - pdf | doc
Letters To Your Children
Introduction To Our Legacy Plan - pdf | doc
Our Obligations And Values - pdf | doc
Why We Established Trusts For You - pdf | doc
Our Family Meeting Fund - pdf | doc
Why We Included Charitable Giving In Our Legacy Plan - pdf | doc
What You Can Expect To Receive From Our Legacy Plan - pdf | doc
Letters To Others
Letter To Our Trustee - pdf | doc
Our Charitable Giving Plan - pdf | doc
TESTIMONIALS FOR A SPECTRUM OF LEGACIES
A Spectrum of Legacies provides a practical guide to the critical, and often missing, piece in wealth management and estate planning: a focus on meaning and values. Mark Weber’s book is a practical and powerful guide with real world examples and compelling stories. It will make an important addition to the library of any planner or advisor.
Russell N. James III, JD, PhD, CFP®
Director of Graduate Studies in Charitable Planning
Texas Tech University