Lastly, we know that your financial wealth is only a small part of your overall Family Wealth.
Your "Family Wealth" is made up of your assets that are far more valuable money – and most often lost upon incapacity or death – you intellectual, spiritual and human assets.
These assets are what make you who you are,and sum up what is most important to you.
And a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans focus only on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it.
It's just not a priority, and then it's too late. How much do you know about your grandparents' values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you know very little.
That is why we design estate plans that capture and pass these most valuable assets to the people you love.
Not only will we help you pass on your money but also your values, your insights, your stories and your experiences – the truly valuable assets your loved ones care about the most.
I can’t go into all of the details here but we’ll definitely talk about when you come in for your Family Wealth Planning Session.
We look forward to seeing you and caring for your family soon!
P.S. If you think this all sounds expensive, well you're right and you’re wrong. I can guarantee you that if you qualify to meet with a Family Business Lawyer™, this planning is substantially less costly than it would be for your family if you become incapacitated or die with a plan that doesn't work or if you don’t have a plan in place at all. I’ve never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office because they couldn’t afford it. We’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!