Jack
T. Carney
Attorney
at Law
The
Law Office of Jack Carney, LLC
P.O. Box 43647,
Birmingham, Alabama 35243
Tel: (205) 969-8181 Fax: (205) 969-8182 E-mail: jack@jackcarneylaw.com
Description: I discuss the
many values
of ethical wills with my clients and assist them in integrating their
personal
values with their overall estate plan.
Arizona
Estate
Attorneys/Financial Advisors
Walker & Walker, Attorneys at Law, PLC,
1550 Plaza West Drive,
Prescott, AZ 86303-5679
Phone 928-445-1911. Ask for Angela Walker
or Chuck Walker or e-mail at Charles.Walker@azbar.org Description:
Our
practice is relation oriented.We care
about clients and deliver sincere assistance to
them. All clients get a free interview
where they talk of what is important to them.
A part
of our talk is about the relationship the client has with their
family
and others.
David J. Harowitz
One E. Elliot Road,
Suite 109 Tempe, AZ
85284-1310
Tel: 480-456-1144 Fax
480-456-1145 E-mail: david@harowitz.net
Description: I discuss
with every
estate planning client the benefits of an ethical will.
The Law
Offices of Laura Lea
Allen, Esq.
4040 Civic
Center Drive, Suite
4040 San Rafael, CA
94903
Tel: 415-883-7060
Web site: www.bayarealegacies.com Description: A
new
approach to estate planning. Living legacy estate plans (also
called
ethical wills) goes beyond drafting
wills and trusts to afford the
client
the ability to reflect upon and preserve his/her life's values,
lessons, stories, and relationships.
Law Offices of Kimberly T. Lee Wealth Preservation, Comprehensive Estate Planning 74-900 Highway 111, Suite 113 Indian Wells, California 92210 Tel: 760-776-9977 Fax: 760-406-5053 Description: I currently integrate ethical wills as part of the comprehensive planning for my clients.
David Levin
Mitchell, Courts, and
Levin, LLP 1001 Marina Village
Parkway, Suite 400 Alameda, CA94501 Tel:
510-523-5272 Fax: 510-523-7279Email: david@mcllawfirm.com Website: www.mcllawfirm.com
Description: I integrate the use of ethical wills as part of the
process of creating a
comprehensive estate plan.
Randy
Spiro
9301
Wilshire Blvd. #504 Beverly
Hills, CA
90210-5412
Phone: (310)
275 4475
Description: I
believe clients should be
encouraged to utilize not only traditional estate palnning tools
such
as trusts, but also to leave behind a lasting memory of what they stand
for and what gave their life meaning.
The Law Office of Diedre Wachbrit, P.C.
Estate
Planning, Trust &
Probate
Certified SpecialistCertified
by the State Bar of California, Board of Legal Specialization
4035 E.
Thousand Oaks Blvd, Westlake Village, CA 91362
Phone:
805-778-0600 Fax: 805-435-1502 . Email: Diedre@Wachbrit.com
. Web site: http://www.wachbrit.com Description: Please email or call
Diedre to request your free Family
Asset Protection Guide. You'll learn more about how to use
careful,
loving planning to leave a meaningful and lasting legacy to your
family. Parents of minor children and kids with special
needs are
welcome to request Diedre's Parents Guide to Protecting Great Kids too!
Estate/Financial
Planners/Advisors:
Gay
Abarbanell, CFP, CSA
5625 Green
Valley Cr. #103 Culver City, CA
90230
Phone:
310-216-4414 or 559-877-4867
E-mail: gay.abarbanell@natplan.com
Web Site: www.shalomgay-npc.net Description: To
help
clients pursue their life dreams and goals., I offer Socially
Responsible
investments and do life planning with
every client. This includes the
topic
of ethical wills.
Ted Gregory,
CFP
7755 Center
Avenue, Suite
1100, Huntington Beach, CA 92647
Phone: (714)
372-2299
FAX: (714) 372-4935 email: ted@gregoryadvisorsinc.com
Web site: www.gregoryadvisorsinc.com Description:
Our collaborative
effort with Ethical Wills will assist us in better achieving one of the
core objectives of our firm's
Mission Statement: "...to empower
...
our clients' need and desire to intervene meaningfully in the ...lives
of their children, either
during their lifetime or in the form of
legacies."
Support and guidance from Ethical Wills will further enrich the Family
Meetings
we periodically have with our client families.
Judi
Martindale, CFP, EA
Martindale &
Assoc. Fee-Only
Planning
1076 Pacific
Street San Luis Obispo,
CA. 93401
Phone:
805.541.2343 Web
sitee: www.judimartindale.com Description: I
incorporate
the use of ethical wills as an important and integral aspect of my
financial
planning practice.
Jesse G.
Walden, CFM, CIMC
Merrill Lynch
1111 Broadway,
22nd Floor
Oakland, CA
94607
Phone: (510)
208-3859 Description:
Working
with your legal advisor we encourage the creation of an ethical will to
craft an ethical investment strategy
to match your legacy transfer
values
. This is part of our comprehensive retirement and estate
planning
process. We also provide
seminars to those interested in socially
responsible investment choices for employees and planned giving for
non-profit
organizations.
Personal
Historians
Libby J. Atwater Choose Your Words 6033 Bridgeview Drive Ventura, CA 93003-131 Phone: 805 642-1363 E-mail: Libby.Atwater@DMAtwater.com Web site: www.chooseyourwords.net Description: I teach life writing classes on how to write ethical wills. I also make presentations on ethical wills to estate planners and hospice organizations. I also work with corporations, individuals, and families.
Linda Blachman, MPH, MA Organization:
Living Stories Services,
Berkeley, California Phone:
510.466.5053 E-mail:
linda@lindablachman.comWeb
site: www.lindablachman.com Description:I work
with individuals of all
ages, faiths, and states of health to
prepare legacy plans and Ethical Wills, through guided audiorecorded
interviews, writing workshops, and consultation –- in person or at a
distance. I also use life review to guide and coach individuals through
life transitions and to record personal and family histories. Founder/Director,
Mothers' Living Stories Project, helping mothers with cancer record
personal legacies for their children. Author, Another Morning: Voices of Truth
and Hope from Mothers with Cancer (Seal Press, 2006).
Bonnie
Schuman Sherman Oaks, CA 91423
Tel:
818-326-5151 E-mail:bonnieschuman@sbcglobal.net Web site:www.ethicalwills-bybonnie.com Description:I write Ethical Wills for individuals under
their guidance.For those who prefer to
write their own Ethical Will, I offer private consultations, and group
workshops.
Thomas H.
McMillen,
Esq.
303-525-WILL
(9455) http://www.myethicalwill.com Description:
I actively assist and encourage clients to write ethical wills as part
of my estate planning practice.
David W. Osterman P.C. 4155 E. Jewell Ave. #500 Denver CO 80222 Phone: (303) 759-3199 Fax: (303) 758-8237 E-mail: ostermanlaw@msn.com Description:The values expressed in ethical wills are an important part of wills and trusts, and several of my clients have used ethical wills as the basis of their planning.
Hospice
Programs
Hospice
of Boulder County
Contact:
Kim Mooney
Phone:
303-604-5214 Description:Hospice
of Boulder County provides community presentations on Ethical Wills.
Call Kim for a calendar of upcoming events.
Personal
Historians
Lolly Gold
Links...from
generation to generation
P.O. Box 17293
Boulder,CO 80308
Phone:(303)
444-1711
Fax: (303) 545-5445 e-mail: lollyg@usa.net Description:Video
interviews to preserve family history, stories, and wisdom.
Description:
I have been preparing
ethical wills for the vast majority of my clients for some time. I
encourage their use as a means to transfer the important ethical
values and principles that they have developed. These are every bit as
important-maybe more so-than
their material wealth.
Description:
When I
am able to develop a level of trust and closeness with clients, I try
to open the door to a discussion of the
importance
of leaving
one's values, as well as their assets, for future generations.
Financial
planners and advisors
Kathleen M.
Rehl, Ph.D., CFP
Fee-only
financial planning
21502 Woodstork
Lane, Lutz,
FL 33549
Phone: (813)
949-0026; (888)
256-3866; code 4829 Fax: (813)
948-3115
E-mail: rehlmoney@earthlink.net
Internet: www.rehlmoney.com Description:
I encourage
my clients and others to create a "Heritage Will," which is similar to
an ethical will as part of their
legacy planning. This can be a
wonderful
gift that family and friends may cherish for many years. It's a great
supplement
to one's legal will.
Hospice
Programs
Raymond Barr,
M.Div, J.D Hospice
of the Comforter
480 W. Central
Parkway
Altamonte Springs, FL32714 Phone:
407-682-0808
ext. 305 E-mail: raybarr@hospiceofthecomforter.org Description: Hospice
of the Comforter considers an Ethical Will an essential part of each
individual’s estate plan. The full measure of a person’s life is not
made
purely with an accounting of real estate, investments, and personal
property
but rather in their values, experiences and beliefs; reflecting the
passion,
purpose, mission and meaning of their life.
Sandra B. Sunter,
MS, LMHC
The Hospice of
the Florida
Suncoast
300 East Bay
Drive, Largo,
Florida 33770
Phone:
727-586-4432
ext 2703 Fax: 727-588-2959 email: sandisunter@thehospice.com Description:
Community
presentations on ethical wills. Looks at the relevancy of ethical wills
in today's life especially with focus
on advanced planning and
end-of-life
issues. Attendees have the opportunity to draft their own ethical
will.
Personal
Historians
Lilla
Ross Your
Legacy Jacksonville, FL Tel:
904 396 6092E-mail: lillaross@sprintmail.comWeb
site: www.legacyletter.net
Description: I use ethical
wills,
what I call Legacy Letters, as one of severals of helping people
establish
their legacy for
future generations. I also write personal historians and
research genealogies.
Miscellaneous
Jewish Ethical
Wills Society
Stan Halpern
8673 Flamingo
Drive Boca Raton, Fl.
33496
(561)487-3471
e-mail shalp5@juno.com Description: Videotaping
of Jewish Ethical Wills designed by Stan Halper. There is no fee for
this
service.
George
Fox The
Fox Law Firm, P.C. Phone: 404 256 0020
eFax: 404 521 4788 Web site: www.GaLaw.com.
Attorneys who listen. Description: We
show clients how ethical wills allow you to
leave your own words for your loved ones, so they are
not just
reading
what you signed in your legal
documents. We teach
people how to write ethical wills. We also address groups on ethical
wills.
Miscellaneous
Rabbi
Scott B. Saulson, PhD
Moving Parents: A Sandwich Generation Service
770.335.2311 Primary 770.451.6102 Secondary E-mail: movingparents@bellsouth.net
Web site: www.movingparents.com Description: We
explain how ethical wills can enrich the memorabilia and the values
exemplified in life itself, which will find a repository in the hearts
of your loved ones. We guide the recording of ethical wills,
either written or taped, for groups as well as individuals.
Randall
J. Yeomans
Certified Estate Planner and Certified Retirement Coach Your
Retirement Coachtm
Yeomans Consulting Group.
540 Powder
Springs Street,
Suite C-20 Marietta,
GA 30064
Phone: 770-427-5227 Fax
770-919-2076
Web Site: http://www.yourretirementcoach.com Description: As
your
"retirement coach" we coordinate and bring together the members of the
estate planning team to create a
comprehensive and customized
estate
plan.
We consider ethical wills to be an integral part of that process.
Estate
Attorneys
William M.
"Bill" Berg, Attorney
at Law
316 N. 2nd Ave.,
Suite C-2
PO Box 2093
Sandpoint, ID
83864
Phone:208-263-4748
E-mail:
billberg@sandpointlaw.com Description:
Integrates ethical wills as a key component of estate planning. Offers
workshops for clients on how to write an
ethical will and resources for
one on one work with a professional writer working with their clients.
Curt W. Ferguson
The Estate Planning Center
Salem, Illinois
Phone: 618-548-3729
E-mail: curt@tlcplanning.com Description:My law
firm, THE ESTATE PLANNING CENTER, places extraordinary emphasis on
passing our “wisdom along with our
wealth” and on incorporating our
“values, not merely our valuables” into our estate plans. Michael R.
Grossman
Law Office of
Michael R. Grossman, LLC
626 Grove Street, Suite 205, Evanston, Illinois60201
Phone (847)
425-3660, Web site: www.mrg-law.com Description: When
estate-planning
clients begin to consider issues such as distribution of personal
property and
inter-generational financial well-being, it’s an equally good time to
think
about recording a personal history and philosophical legacy. We provide
all
clients with a copy of Ethical Wills by Dr. Baines' for reference and
guidance.
Andrew Holstine James J. Wochner The Wochner Law
Firm 707 Skokie Blvd.
#500 Northbrook, IL
60062 Phone (847)
272-7360 Fax (847)
272-6603
Web site: www.wochnerlawfirm.com
Description: Assisting a client in preparing a life-affirming
estate plan, one which preserves
for future generations something of real value from a person's
life,
requires learning more about a person than their assets. Ethical wills
encourage clients to reflect on the legacy they wish to pass on. Putting
this into writing leaves a lasting direction and opens discussion
into your own personal values and insights.
Thomas J. Olofsson
Attorney at Law
9924 S. Walden Parkway Chicago, Illinois 60643
Phone: (773) 368-3911 Web site: www.mytrustlawyer.com Description: Making
Life Easier for Families. Wills, Trusts, Special Needs Planning
Financial
Planners
Bruce E.
Brinkman,
CFP
Focus
Financial Advisors
5301 E.
State St.
Suite 302 Rockford,
IL
61108
Phone: 815-397-2646 or
800-687-6551 (Toll free) E-mail:
bruce@focusfinancialadvisors.com Description: As
fee-only financial planners, our primary focus is on helping clients
fulfill
their dreams through the financial
planning process.
Helping
clients
with their ethical wills is one way we help them communicate their
dreams
and life experiences
to the next generation and
beyond.
Financial
Planners Gary
Blevins, CFP,CSA
250 W. Douglas, Suite
110 Wichita, KS 67202< style="font-family:
comic sans ms;">
Phone: 316-265-8400 Email: gblevins46@yahoo.com Description: In my financial planning practice
my
clients and their families appreciate me addressing values along
with the normal discussions on valuables. I am also a Long Term
Care
Ombudsman Volunteer that may be of
interest to many seniors
Perrsonal
Historians Nancy & Stan Stalnaker It's About Time
Videos 7744
Canterbury Prairie
Village, KS 66208 913-649-7037/913-706-2623nstalnaker@earthlink.net
Description:We
are in the Kansas City area and have been filming individuals for
three years. The ethical wills we tape consist of any or all of
the
following: Will Reading/Interview/Family Pictures Set to Music.
Kentucky
Estate
Attorneys
Michael T.
Palermo, JD, CFP
300 West Short
St. Lexington,
KY 40507
Phone:
859-268-6082
Fax: 859-231-7489 E-mail: mike.palermo@gte.net Description: I
integrate the use of ethical wills in my practice to create a
personalized
estate plan that reflects the values of my
clients
Financial
Architects, Inc
Robert J. Cole, CLU, ChFC, CASL, CFP®
505 South Third St, Suite 300 Louisville, KY 40202
Phone: 502-589-1772 Fax: 502-589-1776 Email: info@lifetimesolution.com
Website: www.lifetimesolution.com Description: Our company, Financial Architects, Inc., approaches financial
planning from a more holistic and unique point of view -
usually called financial life planning. We encourage our clients to integrate the
ethical will concept into their life planning process.
James L. Adams, CFP, CAP, Senior Financial Advisor Ameriprise Financial 4412 Trenton Street Metairie, LA 70006 office: 504-779-9282 fax: 504-779-0308 email: James.L.Adams@ampf.com Description: Specialty area is values-based estate planning. I incorporate ethical wills in that area of my practice.
Maine
Estate
Attorneys
Robert H.
Levin
Attorney at Law
94 Beckett
Street, 2nd Floor Portland, Maine
04101
Tel. (207)
774-8026 Fax.
Call first
Description: I
integrate the
use of ethical wills as part of my values-based estate planning
practice.
Personal
Historians
Donna
Gold Personal History 1135 Highway One
Stockton Springs, Maine 04981 Phone: 207-567-4172
E-mail: carpenter@acadia.net Web site: www.personalhistory.org Description: Preserving
life stories for families and
communities. Ethical wills are an important component of life
stories.
James C. Haight,
J.D. Attorney and
Counselor at Law 3 Bethesda Metro
Center, Suite 700 Bethesda, MD
20814-6300 Phone
240-715-4399 Fax 240-209-0845 web site www.Jimbonih.com Description:Values based estate, elder law,
special needs trusts, and charitable planning for residents of Maryland
and the
District of Columbia.
E. Frederick Petersen, LL.M.
The Petersen Law Firm
6820 Williamson Avenue, Baltimore, MD 21215
Phone: 443-392-2585 Fax: 443-927-8903 E-mail: Fred@thepetersenlawfirm.com
Web: www.thepetersenlawfirm.com Description: We
incorporate ethical wills into the overall planning process for our
clients. In our view, estate planning is far more than having a
Will. We help our clients plan for life as well as death and we
facilitate the transfer of our clients values as well as their
wealth. Contact us via telephone or email for further information.
Miscellaneous
Stephen
M. Berry
2 Clumber Hill
Annapolis, MD
21405
Phone:
410-849-5471 E-mail:
stephen_m_berry@comcast.net Description: I
have
10 years experience as a Lutheran Pastor. I am available for workshops,
speaking, and working with
individuals in crafting ethical
wills or
helping
with estate planning. The process clarifies and preserves personal
values
for today
and generations to come.
Everyone’s life
has values
worth passing on.
Braintree,
MA 02184
Phone:
781-535-6490
Fax: 781-535-6491 E-mail: dagmar@pollexestateplanning.com
Web
Site: www.PollexEstatePlanning.com Description:
Ethical
wills (sometimes known as personal legacy declarations) are a regular
part
of my counseling with clients about
the estate planning process.
Personal
Historians
Name:
Marian C.
Broder, J.D.
Organization:
Memories Recorded
Address: 468
Inverness Lane,
Longmeadow, MA 01106
Phone: (413)
567-1920
Email: Tinki@aol.com Description:Marian
leads workshops on writing ethical wills, transmitting values and
telling
your family stories for community
centers, synagogues, book clubs,
libraries,
support groups and individuals. Marian also works with individuals to
craft
statements
that can be presented at life
events. She works with parents
to draft documents of values and beliefs for children's guardians to
accompany
estate documents.
Name:
Joy Elbaum, Esq. and Susan Goodman, M.Ed
Organization: PASSAGES Personal and Family Legacy Services
Address: 28 Central Street, Newton, MA 02466
Telephone: (617) 834-4678 and (617) 775-2017 Email: inspirejoy@gmail.com. Description:
A team of an attorney who has focused on family issues, and a
program developer with experience in elder care
services, we combine our skills – in interviewing, coaching, writing,
and editing - with our strong interest in helping people
articulate their stories and messages for future
generations. Click here to see
brochure for additional information
Name: Donna Kenny
Organization: CLIO ASSOCIATES
The Personal History Company
Northampton, MA Tel: 413.586-9220 Web site: www.clioassociates.net
Description:
Name:
Carlyn
Saltman
Organization: Your Story Matters Personal Documentary
Member,
Association of Personal Historians
Contact
information: Based
in western Massachusetts
Phone:
(413) 863-4480
Toll-free: (866)
227-8679<>
Description: Capture your
unique voice, laugh, gestures, and presence on a digital video that
also conveys your most deeply held values. An ethical will video
by Your Story Matters includes carefully chosen stories
interspersed with brief scenes and interactions from your daily life. My training as a holistic counselor, hospice volunteer, and
award-winning documentary filmmaker come together to create a
comfortable yet professional collaboration.
Name:
Susan Turnbull
Organization:
Your Ethical
Will
Address: 16
Burnham Road,
Wenham, MA 01984
Phone: 978
468-3715 E-mail: susanturnbull@yourethicalwill.com
Web site: http://www.yourethicalwill.com Description: I
am a
former journalist and bring my skills of careful questioning,
perceptive
listening and sensitive writing
to the process of
creating
ethical wills for clients who would prefer to “talk through” their
thoughts
rather than face the
tasks of writing and
editing themselves. In a
series
of taped conversations, clients respond to a tailored set of open ended
questions. I then
draft a document accurately reflecting content and
tone.
In addition to providing this individualized
service I present
workshops
and speak to a wide variety of audiences.
Tim
Batdorf
The Batdorf Firm PC
900 Wilshire Drive, Suite 202 Troy, Michigan 48084
T 248-797-9905 F 248-928-0421
E-mail tbatdorf@thebatdorffirm.com
www.thebatdorffirm.com Description:
My
estate planning practice is holistic. I ensure my client's legal needs
are met, as well as their basic needs as
human beings. I see ethical wills as an integral part of a complete
estate plan and teach my clients about them.
James
A.
Carolan
James A.
Carolan, P.C.
Law Office
3515 Pine
Grove Avenue,
Port Huron, MI 48060
Phone:
(810) 987-0900
Fax: (810) 987-1777 E-mail: carolanj@advnet.net
Description:
I am just starting to discuss the concept with clients as we are doing
planning. I am planning to add it to my regular
program of
educational
events for my clients. I believe that it will offer many clients
the chance to leave a sense of their values
and guiding principles for
their loved ones.
<>Veronica
J.
White Attorney
120 S.
Clinton St., Ste. A Manchester,
MI 48158
Phone:
734-428-7347
Description:
I help my clients create their ethical wills and then incorporate them
into their legal wills. Creativity is encouraged.
Eric
C.
Dammeyer, Attorney
at law
Davis &
Dammeyer, LLP
6600 France
Ave.So., Suite
660 Edina, MN
55435-1805
Work Voice:
(952) 927-7060
Voice Cellular: (952) 484-0709
Work Fax: (952)
927-4855
E-mail: edammeyer@trustestatelaw.com Description:
It
is more important to consider the spiritual, moral and ethical message
we leave behind than any tax, property or legal rights we leave
behind.
We encourage our clients to include an ethical will in their estate
plan.
Arthur
J.
Glassman
Law Office, PLLC
5775
Wayzata Blvd.,
Suite 700 St. Louis
Park, MN
55416-1233
Voice:
952-512-3696
Fax: 763-513-1660 E-mail: artglass@sihope.com Description:
I have been sharing information about ethical wills and giving out
Ethical
Will Resource Kits to estate planning clients since October of
1999.
Several clients have been more excited (if one can ever use that term
in
relation to estate planning) about the ethical will
concept than about
their legal wills or trusts. This is truly a gift one can give to
themselves and to their family.
Peter G.
Lennington,
Esq.
Lennington
Law Firm
Centennial
Lakes Center
7701
France Avenue
South Suite 200 Edina, MN
55435
Phone: 952.837.2580
Fax: 952.837.2581 Description:
I utilize Ethical Wills as an integral part of comprehensive estate
planning
to preserve and transfer "values" as well as "valuables."
Estate/Financial
Planners
Raymond
J. Berg, GEPC, CSA
OMEGA Wealth Management Group
601 Carlson Parkway, Suite
1050 Minnetonka, MN 55305
(952) 475-6844 Fax (810)
815-0268, rjberg@mindspring.com
Website: www.lpl.com/raymond.berg Description:
To
properly assist our clients with their legacy planning we encourage the
use of the Ethical Will. By conveying to family and/or
community,
the moral thical and spritual values upon which they stand, we can then
form the foundation for developing a
meaningful estate plan.
Wil
Heupel, CFP,
CLU, ChFC
Accredited
Investors, Inc. Principal
Phone
(952-841-2222); Fax
(952-841-2223) E-mail: wil@accredited.com Description:We
added
the ethical will concept to our practice in 1998. We provide Ethical
Will
Resoruce Kits as a resource for our clients.
Steven
M. Lear,
ChFC, CLU
Affiance
Financial
600 Highway 169 South, Suite
1950 St. Louis Park, MN 55426-1215
Phone:
(952)544-9818 Fax:
(952)544-5524 E-mail: stevelear@affiancefinancial.com
Web site: www.affiancefinancial.com Description: The
use
of ethical wills is a valuable concept helping to shape a financial
plan
that reflects what is truly important to you. This is
an
important
aspect of our practice.
Hospice
Programs
Community
Programs
The
Twin Cities
Jewish Healing
Program
13100 Wayzata
Blvd. Suite
400 Minnetonka, MN
55305
Phone:
952-542-4864
Fax: 952-593-1778
Contact Judy
Marcus, Volunteer
and Resource Coordinator Description:A
number
of our Bikkur Cholim (visiting the sick) volunteers have been trained
as
ethical will mentors
and are available to assist
clients in creating an
ethical will.
Personal
Historians
Midge
Bongard Frailich www.videoethicalwill.com
Tel: 612.481.0401 E-mail: midge1@mac.com
Description:Video Ethical Will™"Preserve
your Legacy into the gift of
a Lifetime." A
Video Ethical Will allows you to present
both a spoken and visual message.It is a
means to preserve your values, blessings
and wisdom in your own voice and your own style. As a personal historian, I will work with you
to prepare an outline of your "script" so that you are sure to
include everything that is
important to you.
Michael McIntee TimeScape
Productions Inc. 1907 Covington
Lane Eagan,
MN 55122 (651)
452-0530 Web site www.timescape.us
E-mail: michael@timescape.us Description: Timescape produces DVDs about
your parents' life. As part of that video, We encourage seniors to
record a values statement.
"One of the most cherished things a parent can pass on to their children and grandchildren
is their unique outlook on the world, their
life
lessons and values. We
can work with your parent to write a values statement, also known as an ethical will.
This is not a legal document,
but a statement of
what your parent thinks is important and the
values they want to live on and inspire you and your children. Your parent can then read that
document on camera."
Certified
Public Accountants
Paul V. Breazeale
Certified Public
Accountant
Breazeale,
Saunders &
O'Neil, Ltd.
Post Office Box
80 Jackson,
MS 39205-0080
Off. Phone
601-969-7440 Off.
FAX 601-355-9003 E-Mail: pbreazeale@bsoltd.com Description:
We counsel
our clients and work with their attorneys in designing wills that
reflect
wholesome and
traditional family values of
love, caring and
spirituality.
National
Institute for Estate
Planners
Ken Parker,
President and
Founder
8683 W. Sahara
Ave., Suite
280 Las
Vegas, NV
89117
Phone:
1-877-267-9482
Web site: www.nieplv.com Description:
The
Institue provides education for all financial and estate planning
professionals
leading to the
Graduate Estate Planning Consultant(GEPC)
designation.
The role of ethical wills in estate planning has been an
integral part
of our curriculum since September, 2000.
Estate/Financial
Planners
Terry C.
Buckman, MBAF, GEPC President,
Sterling Resources,
Inc.
8370 W. Cheyenne
Avenue, Suite
109 Las Vegas,
Nevada 89129
Phone: 702/
395-3716 Fax: 702/
395-3717 E-mail:Tcbuck@msn.com Description: “As
an
Estate Planner I deal with other people’s money…and that always
involves
deep, and sometime
confusing, emotions. I
believe that the
Ethical
Will helps to eliminate the confusion and brings the client to a
clearer
understanding of what has to be
done.”
Gary
Layne Fales, Esq.* Law Offices
of Gary L. Fales & Associates Estates | Asset Protection | Families
| Probate
6900 Westcliff Drive, Suite 705 Las Vegas, NV 89145
p: (702) 804-0024 f: (702) 267-0100 Description: We take the time to talk to family
members to actually learn about what matters most in their lives.
We then use their wisdom to create customized plans to let them pass on their
legacies that will last for generations.
* Licensed in Connecticut, Idaho, Nevada and New York
Estate Attorneys Philbrook Law Office Paula L. Philbrook 17 Old Nashua Road, Unit 9 Amherst, NH 03031 Phone: 603-673-3933 Fax: 603-673-6166 Web site www.philbrooklaw.com Description: I routinely discuss ethical wills with my clients and suggest their use as an integral part of the estate planning process.
Gary B. Garland,
Esq. Estate Planning * Elder Law * Medicaid
Planning * Estate Administration 45
East Main Street
- Suite
102
Freehold, New Jersey
07728 (732) 308-9888 Offices in Freehold, Manchester,
and New
York City Wealth
Preservation *
Asset Protection * Family Transfers Description:
I
assist my clients in preparing
ethical wills as part of the estate planning process
New
York
Leanne
Domash
Ph.D., P.C., Organization:
Legacies for Life
77 East 12th
Street, #19D New York, NY
10003
Voice:
212/982-6672 Fax: 212/353-3116
E-mail: drdomash@legaciesforlife.com
Web site: www.legaciesforlife.com Description: As
a psychologist
and psychoanalyst, I help clients articulate their underlying
philosophy
of life--to help
them record the values and life
lessons that are often
so hard to express on one's own. This helps the client find
meaning
and purpose, improve family
communication, as well as leave a
priceless
ethical inheritance.
Barbara A. Culver CFP®, ChFC,
CLU, AEP Registered
Representative, Resonate, Inc. 8837 Chapelsquare
Drive Suite B Cincinnati,
Ohio 45249 Phone: (513)
605-2500 x211 Fax: (513) 605-2505 E-mail: bac@resonatecompanies.com Description:
I
facilitate programs especially designed for not-for-profits to offer
their donors and prospects as a way to build new and deepen existing
relationships. I also include writing Ethical Wills as a part of an
individual’s, couple’s and/or intergenerational family’s legacy
planning process.
Jeffrey
R. Dundon
156 E. Spring
Valley Road Centerville,
Ohio 45458
Phone: (937)
438-3122 or (888)
878-7871 E-mail:
jeff@dundon.com Description: We
have
been discussing values with our clients for several years and it is
part
of how we design our plans.
Using the Ethical Will concept
will
provide
us with a better way to get our clients to put their thoughts on paper.
Russell C. Golowin, J.D., LL.M.
Golowin Legal, LLC
1820 Northwest Boulevard, Suite 100 Columbus , Ohio 43212
Phone: (614) 487-8887 Fax: (614) 486-8883 E-mail: russ@golowinlegal.com