Wealth, Legacies and Values: Writing An Ethical Will

Eric Weiner, Ph.D.

414-218-8899
ericweiner@familylegacyadvisor.com

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The publication of my new book titled, “Words from the HEART” -- will personally guide you through the process of writing your ethical will.

Table of Contents:
- H: Hopes for the Future
- E: Experiences in Life
- A: Appreciation
- R: Religion, Spirituality & Core Beliefs
- T: Treasures
- Getting to the Heart of the Matter
- Taking the Next Step

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Words from the HEART
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“For several years now, I have been giving presentations on the topic of ethical wills. The response has been overwhelmingly positive. After all, who wouldn’t enjoy learning a way to add meaning and clarity to inheritance and future wealth planning? But where a traditional will emphasizes passing on money, possessions, real estate, a stock, bond or mutual fund portfolio, and other assets, an ethical will allows you to pass on your values, life stories, and blessings. Audiences light up when they hear about a tool that adds something meaningful to those otherwise static, dry legal documents that over-rely on the use of tax accounting and legal language. Ethical wills complement personal and family legacy and wealth planning using the language of hope and immortality. This is the kind of talk that inspires and motivates people to write. There is usually just one problem--for most people, the writing itself can be intimidating because they don’t know where to start. I wrote this guide as a workbook for everyone who wants to write an ethical will, but may not know how. I sincerely hope you enjoy this guide and the personal life-enriching process it may awaken within you.”
-- Eric Weiner

"Eric Weiner provides us with a treasure in his thought-provoking, creative, and very accessible book, "Words from the Heart: A Practical Guide to Writing an Ethical Will." With engaging quotes and inspiring examples, Weiner guides us through the step-by-step process of writing an ethical will for our families that will help us preserve what is most important to us-our hopes, experiences and values-for future generations. This book will be a valuable resource for every family."
-- Rabbi Greg Wolfe
Congregation Bet Haverim

I am truly inspired about “Words from the HEART.” Creating an ethical will is an incredible way to leave your memories thoughts, and stories for the ones you love. Dr. Weiner has shown me the importance of creating an ethical will and has motivated me to share his words of wisdom with others.”
-- Mellissa Hansen, CSW
Social Worker and Hospice Volunteer Coordinator

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