My elderly aunt wants to leave her estate to our family's church, but several of us think the church will misuse the money and we don't know how to tell her without seeming greedy or faithless. She's been devoted to this community her whole life, but we've watched them make questionable financial decisions, and we feel responsible for protecting her legacy even if she disagrees.
More people experience this than they realize.
Watching someone donate to causes you distrust creates a conflict between respecting their autonomy and protecting what feels like family resources.
“Where Are You with Wills trusts and inheritance structures?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.