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…
Read MoreLegacy 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…
Read MoreFamily Preparedness: Empower Your Human Capital to Transfer Assets & Legacy Successfully
Most estate planning attorneys will tell you that all you need for an estate plan is the standard set of financial and legal documents. However, using this standard over the course of history, only 30% of all inherited assets ever successfully transition to the second generation. Less than 10% of inheritances successfully transfer to the…
Read MorePlan for Successful Wealth Transfer to Your Heirs
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…
Read MorePlan for Successful Wealth Transfer to Your Heirs
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…
Read MoreGenerational Success with Inheritance: Develop Balance and Eliminate Sources of Conflict
Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and tangible values of family, personal capabilities, education, values, faith and gifts to…
Read MoreGenerational Success with Inheritance: Develop Balance and Eliminate Sources of Conflict
Typical estate plan legal documents and financial plans cannot address issues concerning the meaning of legacy, how it is created, and where money comes into the picture. Most of these documents do not have language for discussing true wealth – the intangible and tangible values of family, personal capabilities, education, values, faith and gifts to…
Read MoreHeir 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…
Read MoreTraditional 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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