05/10/2026
Happy Mother's Day! 💐
If you had to choose between the people you love receiving your money or your values, insights, stories, and experience, what would you choose? Most people say that if they had to choose, they would choose their non-monetary assets—their intellectual, spiritual, and human capital. So it makes no sense that most estate plans completely ignore that.
Several years ago, my mom died. She had left me a voicemail message on my cell phone, and I listen to it whenever I miss her. It’s quite a remarkable voicemail. She left it on the day my first baby was born, after she had been there for the birth. She told me how proud she was of me, that she loves me, and how perfect the new baby was. It’s full of emotion and is just the perfect keepsake of her.
But how often do we get voicemails like this and remember to save them? What if she had also told me what her hopes for me were, which life lessons were most important to her, and what values she most wanted for me?
That’s why I make a family legacy recorded interview part of my planning for every client—to help you capture and pass on more than just your money: your intellectual, spiritual, and human assets—who you are and what’s important to you.