A Virtues-Based Approach to Planning (SPP 700)

Unpacking the Three Approaches to Estate Planning

There are three approaches to estate planning: a tax approach, a values approach and a virtues approach. In this course we highlight why the virtues-based approach is the most effective and the most enduring.

Topics

  • Unpacking the three approaches to wealth planning practiced today
  • Growing a strong family tree
  • Contrasting virtues and values

Video

Handout

A Virtues-Based Approach to Planning (SPP 700)

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