Legacy Letters & the "Alphabet Soup" of Giving

“For where your wealth is, there your heart will be also.” – Matthew 6:21

Wealth comes in many forms; and wealth can be passed on in many ways. Wealth can refer to material possessions, but also to non-financial forms of wealth, such as a passion for social justice, appreciation for beauty in the arts, or a scrapbook of family memories.

Join attorneys, Steve Pappaterra and Kathleen Burns, and therapist, Cyndy Pappaterra, in an interactive workshop on legacy planning. They’ll begin with a high-level presentation on the benefits and drawbacks of the many “letters” found in the “alphabet soup” of giving (such as DAF, CGA, QCD, CRT, etc.). Then, they’ll guide you through a thoughtful process of generating a “Legacy Letter” — whether in the form of writing, audio, or video — to voice your values and what you wish to pass on to your family and loved ones. This program promises to be lively, meaningful, and even musical as you reflect on how to pass “values” — not just “value” to your heirs.