Posts Tagged ‘True Wealth’
Generational 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 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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