* Focus on what your values are.
* Align those values with your goals.
* Work with your team of advisors to put in place the legal documents and financial framework that will
* Protect you, your family, your charities and your legacy.
“As Iris points out, an ethical will benefits both the narrator and the recipient. It benefits the narrator because it is a celebration of life by which the narrator focuses on meaning, perspective and purpose. It is an open communication with important people…”
This is both a how to do it blueprint and a handbook designed to provoke family discussion, understanding and unity.
The book is now available on Amazon. We highly recommend adding it to your summer reading list!
Iris Wagner wrote the Prologue for the recently published Living Legacies – Volume IV, A Collection of Writing by Contemporary Canadian Jewish Women, PK Press 2014