by Eric Weiner, Ph.D.
Reviewed by Jim Adams, CFP®,CAP®
Jim Adams, CFP®,CAP®, has been a financial planner with Ameriprise for 28 years. He uses ethical wills to help clients develop their estate plan.
Dr. Eric Weiner's book explores new ground in ethical wills. I found it easy to read, grasp, and use as a guide in helping my clients draft their ethical wills. The design of the book is very unique and carries the sender along on a visual journey of past events, important people, and develops a human interest interaction between the reader and the book.
This book is broken up in segments that encourage the reader to complete the exercises before reading the next section. I feel that Dr. Weiner really grasps the idea of reflecting on the many events and moments that shape each individual's life. His book will play a prominent role in my values-based planning practice, and I'm looking forward to sharing it with my clients.
$20
Available through the author's website
www.familylegacyadvisor.com
ericweiner@familylegacyadvisor.com
414-218-8899
