How to Align Your Values with Your Estate Plan
https://charitableestateplanninglife.birchreport.com/posts/how-to-align-your-values-with-your-estate-plan
Many estate plans focus on assets, but overlook what you truly care about. Start by listing your personal values, like family support, philanthropy, or environmental stewardship. Then review your will, trusts, and beneficiary designations. For instance, if education matters, set up a trust for grandchildren's tuition. If charity is key, consider a donor-advised fund. Revise your plan to turn your values into real, lasting impact.