This Workbook is designed to help readers:


• Determine how much is enough, but not too much, to leave to children.

• Learn how a legacy can benefit both children and communities.

• Crystallize thinking about both financial and values legacies.

• Teach children to be good stewards of the financial wealth they will receive.

• Guide advisors as they work to create the lasting legacies readers desire.


The Workbook condenses the information contained in Mark Weber’s book, The Legacy Spectrum, and is a step-by-step guide through the legacy decision-making process. It contains multiple worksheets, most of which are available for download here.


To order copies of The Legacy Spectrum Workbook, visit Porchlight Books.com.


Passing Your Wealth With

Thought And Meaning