Death is a difficult subject. Estate planning is often looked at as an unwelcome chore that can be neglected or done minimally to just get it done. Mr. H didn’t just cross his estate plan off his to-do list. He used it as a chance to speak to his family one last time. He showed what he valued and with whom he shared those values.

I used to try to get clients to think of their estate plan as a final love letter of sorts, but I have gotten away from that in recent years. Mr. H’s letter has inspired me to get back to using that description regularly.

I wish I could thank Mr. H directly, but this column will have to suffice. His example is going to help me help a lot of families in the future. It is another reminder that great planning is about far more than numbers and paperwork.         

 

Dan Moisand, CFP, has been featured as one of America’s top independent financial advisors by Financial Planning, Financial Advisor, Investment Advisor, Investment News, Journal of Financial Planning, Accounting Today, Research, Wealth Manager and Worth magazines. He practices in Melbourne, Fla. You can reach him at www.moisandfitzgerald.com.

 

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