Burnish Your Legacy by Passing Down Ethical Advice

Writing an ethical will to convey the lessons learned in life can increase your own happiness and help the next generation more easily pass through the travails of the world. Here are some tips for getting started passing down your personal and professional experiences:

• Write down the hard earned wisdom from your years.
• Share the moments that made you as a person.
• Explain the blessings you have been granted.
• Talk about your lifetime obstacles and explain how you overcame them.
• Pass on the knowledge you learned from those that came before you.
• Tell the younger generation what you hope they can accomplish.
• Decide when to share the ethical will with those close to you.
• Encourage your clients to share their experience with their own loved ones.

See Steven McCarty, 6 Reasons Every Advisor Needs an Ethical Will, Life Health Pro, Feb. 9, 2015.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.