PURPOSEFUL ESTATE PLANNING

An important component of estate planning is wealth transfer: our unspent live's savings be put into good use for the benefit of the next generation.  But financial wealth means little if the recipient is not adequately prepared to handle it.  In fact, about 70% of the transfer is expected to be wasted or mismanaged by the time they reach the second generation, according to The Williams Group, a financial advisory firm. Even more strikingly, another study found that within two years of receiving the inheritance, at least one third of beneficiaries end with negative savings.

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Hence the importance of our non-financial legacy turning dollars and cents into "dollars and sense."  When we incorporate into our clients' trusts their core values, bedrock principles and live lessons, we turn an otherwise dry legal document into a family blueprint full of emotion, love and inspiration.  This non-financial legacy turns the risk of sending beneficiaries into a downward spiral of "affluenza" into an virtuous cycle of empowerment.