Family Preparation

Legacy Planning: The New Wealth Paradigm

Will Your Legacy Planning Strategy Secure Your Wealth and Protect Your Family’s Future? How secure do you feel about your family legacy planning? Will your family legacy be like the Rothschild’s, still going strong after 300 years, or the Vanderbilt’s, who squandered an unimaginable fortune in three generations? Watch this fascinating video to learn why…

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Legacy Planning: The New Wealth Paradigm

Will Your Legacy Planning Strategy Secure Your Wealth and Protect Your Family’s Future? How secure do you feel about your family legacy planning? Will your family legacy be like the Rothschild’s, still going strong after 300 years, or the Vanderbilt’s, who squandered an unimaginable fortune in three generations? Watch this fascinating video to learn why…

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Plan for Successful Wealth Transfer to Your Heirs

Successful Transfer of Wealth

Your life’s work and contribution to others can disappear quickly without adequate attention to the foundations and practices of legacy. Heirs may be unprepared or incapable without mentoring assistance. Avoid Risks of Wealth Transfer Even outright gifts to charity are often at risk of substantial waste. The result is that ordinary planning often creates false…

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Plan for Successful Wealth Transfer to Your Heirs

Successful Transfer of Wealth

Your life’s work and contribution to others can disappear quickly without adequate attention to the foundations and practices of legacy. Heirs may be unprepared or incapable without mentoring assistance. Avoid Risks of Wealth Transfer Even outright gifts to charity are often at risk of substantial waste. The result is that ordinary planning often creates false…

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Heir Preparedness: Estate Planning For Long-Term Family Success

Generational Succession Systems Help Sustain Family Core Values Below are the eight areas of a legacy planning estate plan that create a strong and healthy structure upon which your family can build long-term success: (Click links to scroll down for more information.) Family Education Family Philanthropy Family History & Resources Family Reunions Family Financial Health…

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Traditional Estate Planning Compared To Legacy Planning

1 Pillar of Support Compared to 4 — Focus on Life and Living Purpose, alignment, trust and communication- building and preparedness are about life and living. Focus on people first. In a study of 2,600 adult children and parents, when asked to choose only one of the four Legacy Planning Pillars, not one person surveyed…

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