Remember, You’re Worth More Than Your Money
by Stephen B. Dunbar III, JD, CLU
Jun 11, 2022
3 minutes
Let’s admit it, the financial industry has spent far too long treating end-of-life planning like a mathematical exercise. Rather than viewing it as the very human process it should be, conversations often center around taking an inventory of people’s money and assets followed by a functional decision about where different parts of their estate should go.
This is missing the point because, in truth, the things that make us who we are reach far beyond the number of properties we own or the amount of money we earn. Just ask the families of Dr. King
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