Once upon a time…
Stories impart wisdom. And stories get passed on.
What is the story of Cinderella trying to impart to the listeners?
Fight for your dreams… and do so with kindness and hard work.
Ideals we all want for our children and grandchildren.
Like money, wisdom is hard-earned.
Most people who have successfully accumulated money believe passing down wisdom and values to those following in their footsteps is one of the most important things to do.
If you had to choose between passing your money OR your values to the next generations, which would you choose?
Fortunately, you don’t have to choose. There are ways to pass down both!
Leaving your hard-earned money AND your hard-earned wisdom is what leaving a legacy is all about.
One of the best ways to pass on your wisdom and values is to design your legacy with incentive clauses.
Another is to pass on family charitable dollars.
Another is to take an all-family trip every year where you capture your favorite family stories. The ones that contain your wisdom and values.
If your wealth plan is not passing on your money and your wisdom, we suggest learning how… and we’re here to help.
Fill out the form below and let’s get started.