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.
More people experience this than they realize.
The allocation of legacy wealth has become a proxy battle for fundamental disagreements about moral obligation and identity.
“Where Are You with Financial legacy — what you leave behind?”
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.