It's changing the whole industry

Seems as the idea that your legacy is more than your money is taking off.

From the Chicago Tribune, Sharing Core Values Best Family Legacy

Estate planners are increasingly tapping emotions, and downplaying dollars, to start us thinking about leaving a legacy to our heirs.

Last month, the Financial Planning Association held an Internet seminar aimed at helping planners take their clients beyond boilerplate wills and trust documents.

In fact, financial planners are producing a movie to tell clients that there's more to life than money.

They're even bankrolling a movie -- and marketing a book -- to promote what the industry likes to call a cultural shift. The theme of the movie? Money is the least important thing you'll leave your heirs.
''It is ironic,'' said Rick Eldridge, producer of The Ultimate Gift, a $10 million independent film financed by a group of planners and promoted by the industry's biggest trade group. ``But it makes some sense if you think about it.''
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''Historically, planners have focused on the value of what their clients own,'' said Scott Fithian, a ''life planner'' with Legacy Cos. in Hingham, Mass. ``What they are beginning to recognize is that it's more important to focus on what their clients value. It's changing the whole industry.''