LibraryScenariosWhen couples can't agree on how to divide their estate between family and charitable giving
Scenario

When couples can't agree on how to divide their estate between family and charitable giving

My husband and I have been putting off making a will for years because we can't agree on how much to leave to our kids versus charity, and every conversation about it turns into an argument about our values and what kind of people we want to be remembered as. The money we'd leave is significant enough that this actually matters, but we keep avoiding the decision.

Zera
Online
The coach is replying

More people experience this than they realize.

What we've seen

The allocation of legacy wealth has become a proxy battle for fundamental disagreements about moral obligation and identity.

Ideas that help explain it
Worth thinking about

“Where Are You with Financial legacy — what you leave behind?”

If this sounds familiar, the Library can help you find the bigger picture.