Family Wealth and Legacy Plan
Does this sound like you?
- You have no one legally designated to make financial decisions
for you or your minor children when you become disabled - You’re worried your son or daughter’s spouse will take over your children’s inheritance
- You have not designated a trusted individual to care for you
minor children if and when you die or become disabled - You have more than $1,000,000 in assets, including real estate, retirement accounts, investment accounts, savings, and checking accounts, and you don’t want your family to have to pay $30,000+ in legal fees and costs just to go to court to pass your assets on to your loved ones
- You own a business and you don’t want your family to go to court to own, manage, and operate your business if you die or become disabled
- You want to protect the wealth you’ve created from your
children’s creditors, bad habits, financial immaturity, and
potential divorce. - You’ve been told you need a trust to take care of your assets, but you’re not sure what a trust is, what kind of trust would help you, or whether you qualify for a trust.
If this sounds like you,
You’d benefit greatly by scheduling and showing up ready to take action at our Family Wealth Planning Session™.
At the Family Wealth Planning Session™ our attorney examines the effect of your family dynamics and asset ownership to Diagnose the health of your family Legacy based on current tax, guardianship, and estate laws. At the end of the session, families receive a family wealth prescription for optimal family Wealth and Legacy that we call the Family Wealth and Legacy Plan™.
Because we are professional advisors who work closely with our client’s confidential and sensitive information. We only work with business owners and families who are serious about taking action that will protect their legacy. The firm only accepts a limited number of clients a month for these in-depth sessions.
