An effective plan to protect your family requires more than legal techniques and tax reduction tools. Your family and advisors need to understand your wishes about how your children are raised and how your money is to be spent for their benefit. The Values Statement is how you convey this information. Also known as a Letter of Wishes, Memorandum of Intent, or Letter to Guardians and Trustees, your statement can be as brief as a sentence or as long as hundreds of pages of supporting materials (as in the case of a child with substantial medical needs).

NAPAF attorneys are committed to ensuring that their plans are backed by a solid relationship with the attorney who drafted them, and with supporting tools like the Values Statement. Ask your NAPAF attorney about how to convey your values today.