About Kasey
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As a financial planner and advisor, Kasey has assisted people with their estate planning for well over 30 years, explaining how our possessions and financial assets can pass easily to our loved ones and charities, but what about our intangibles? Our knowledge? What is in our hearts? When she learned of this, she found it so intriguing she decided not only would she put down her own most cherished beliefs and insights, but would also make this available to everyone by creating a workbook; a gentle guide to go through the process of creating one’s own spiritual legacy.
The act of writing it benefits the author—you—too. The writing of an ethical will can bind you more to your heritage, understanding more of your own cultural history, and define your ethical and spiritual values. Thus, you create an intangible, but very meaningful, legacy. Through the project you may begin to understand how your life made a difference, and can continue to do so through your efforts in the Ethical or Spiritual Will workbook, (name it what you want).
Here is an excerpt from the introduction:
What if you had the writings of your great or great-great grandparents? Writing you could read, keep and share about what they believed, what they learned from life, and what life was like for them? Information that they found important and personally wanted their heirs to know, a sort of love letter to their living decedents and those not yet born. Wouldn’t that be exciting? To glimpse into their mind and heart? To get a feel for who they were intimately?
Now, what about you? All that you have gone through, all that you have learned, your successes, failures, losses and triumphs, your hard-earned wisdom and deeply held beliefs, can be captured and passed down as a spiritual or ethical will. What a treasure it would be!
There is an old tradition in the Jewish faith called tzevaot, and today it has become thought of as a letter from the grave, (though some were given while the person was alive too). When I learned of this, I found it so intriguing I decided not only would I put down my most cherished beliefs and insights, but I would also make this available to everyone by creating a workbook; a gentle guide to go through the process of creating one’s own spiritual legacy.