Values-based estate planning
Book • 2000
Scott C. Fithian's 'Values-Based Estate Planning' offers a step-by-step framework for advisors to incorporate clients' values into estate and wealth transfer decisions.
The book provides practical tools, exercises, and conversation guides to help professionals elicit and document what matters most to clients.
Fithian argues that aligning legal and financial strategies with personal values improves outcomes and reduces conflict.
The text is geared toward advisors seeking to move beyond technical planning to more purposeful, client-centered practices.
It has been influential among estate planners and family enterprise advisors aiming to preserve both assets and intent.
The book provides practical tools, exercises, and conversation guides to help professionals elicit and document what matters most to clients.
Fithian argues that aligning legal and financial strategies with personal values improves outcomes and reduces conflict.
The text is geared toward advisors seeking to move beyond technical planning to more purposeful, client-centered practices.
It has been influential among estate planners and family enterprise advisors aiming to preserve both assets and intent.
Mentioned by
Mentioned in 0 episodes
Recommended by 
Buddy Thomas
76: Love, Wisdom, Money
