Traditional “estate planning” doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets—it includes values, family history, and proper preparation.
Some parents don’t want to commit to leaving an inheritance
Some fear their children will be “trust fund kids”
Children don’t want to think about their parents’ deaths
They don’t want to seem greedy, asking about an inheritance
Or they’re just too busy to think about what happens to their parents’ estate
Don’t let a lack of communication get in your way. Start Savvy Generational Planning now!
Attend this complimentary workshop and you will learn:
What good and bad generational planning look like
Why communication between generations can be so hard
What it means to define family culture
How values, traditions, and models of behavior can be passed on
What it looks like to set family goals
The importance of teaching financial concepts to the next generation
How to successfully prepare heirs and executors
A four-step process to planning and executing the transfer of your values and assets