Alabama
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.
California
EstateAttorneys//Estate/Financial
Planners/Personal Historians
Estate
Attorneys
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.
Cornelia Heather, Lawyer
5540 Las Virgenes Road #88 Calabasas , CA 91302
Phone: 818.878.0070 Fax: 818.698.6448 Email: cornelia@heatherlegal.com
Please visit my educational web site: www.estateplanning.com/corneliaheather
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, CA 94501
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 Specialist Certified
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.com
Web
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.
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Colorado
Estate
Attorneys/Hospice Programs/Personal historians
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
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.
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.
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Delaware
Top
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Florida
Estate
Attorneys/Financial
Planners and Advisors/Hospice
Programs/Personal
Historians/Miscellaneous
Jerry
Simon Chasen
1000
Venetian Way, #801 . Miami, FL 33139
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.
Bruce
F. Iden
Milledge &
Iden
3240 Corporate
Way, Miramar,
Florida 33025
Description:
I advocate the use of ethical wills with my clients as an important
component of the estate planning process.
Kenneth
B.
Wheeler, JD/LL.M. A Cerus Network
Advisor
Firm:
Kenneth B.
Wheeler LL.M.
Tax, P.A.
1155
Louisiana
Avenue Suite
100, Winter
Park,
Florida 32789
Description:
We use
ethical wills in several ways; (1) to focus a client's attention on
what is most
important; (2)
to help a client
clarify
and understand their
values, beliefs and attitudes
about their
heritage, family, community and money; and (3) to mutually
discover
the
client's life's
purpose (to discern what "significance," means to them --
i.e. how they
want to be remembered),
so it
can be
manifested in their estate
(end-of-life)
planning.
Richard
M. White, Board Certified
in Wills, Trusts & Estates
White
& Crouch, PA,
5303
SW 91 Drive, Suite 200,
Gainesville, FL 32608
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.
Steve
Cecchetti, CDP, Gift
Planning Counselor
Hospice
of the Comforter
480 W. Central
Parkway
Altamonte Springs, FL 32714
Phone:
407-682-0808
ext. 305 E-mail: stevececchetti@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.
Lilla
Ross
Your
Legacy
Jacksonville, FL
Tel:
904 396 6092 E-mail: lillaross@sprintmail.com Web
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.
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.
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Georgia
EstateAttorneys/Miscellaneous
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.
Michael Rome,
Esq.
Rome &
Associates, PC
30 Whitlock
Place, Ste 101 Marietta, GA
30064
(770)
428-6002 e-mail:
marome@mindspring.com
Web site: http://www.hoa-attorneys.com
Description:We
encourage
our clients to consider preparing an ethical will and provide resources
to assist in the process.
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