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Family Preparedness: Empower Your Human Capital to Transfer Assets & Legacy Successfully

Avoid Mistakes That Cause Estate Plans To Fail

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…

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…