Wisdom Transfer

Our friend, Scott Farnsworth, who is the founder of The Sunbridge Legacy Companies (www.sunbridgelegacy.com), has written an eloquent book about capturing your wisdom entitled, “Like a Library Burning” (co-author, Peggy Hoyt, J.D., M.B.A.). In this wonderful work, the authors posit that failing to memorialize our stories before we are gone is akin to letting a library with treasured works burn before our very eyes.

We have come to believe that capturing your life’s lessons is an essential part of our life and estate planning practice. We therefore offer clients the opportunity to record a “Priceless Conversation” when we are working with them on their Estate Plan. Alternatively, clients can write their ethical will with the guidance of our friend Susan Turnball (www.yourethicalwill.com), or they can create a comprehensive life biography with the help of personal historian David O’Neil (www.storytrust.com).

Beyond collection of individual and family stories and wisdom, we offer clients the opportunity to engage in values based trust planning, a process whereby they can include instructions to their loved ones about the values that underlie the provisions of their trust and overall estate plan, as well as hopes and aspirations for their family members, including future generations.

Whatever tool or technique you consider using, the important factor here is to consider it as part of your process.

For more information, please contact us at (617) 716-0300 or info@squillace-law.com.