Guest Speakers: Noam Zion, Sr. Research Fellow and Educator at the Shalom Hartman Institute & Philippe J. Weil TEP, Author and Founding Principal of P.J.Weil Ltd.
Host: Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group
Materials & Resources: Ethical Wills Handout
Description: In this session, we will think critically about the potential pitfalls of financial and ethical wills and how we might avoid them.
Purposeful Quote: "I have learned that an ethical will can do harm if they come from a desire to control instead of to teach, if it becomes a grudge from the grave, then it can cripple the recipient and destroy his capacity to live a good life." - Rabbi Jack Riemer