As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being passed on happenstance on the daily, we know that intentionally creating a Family Wealth Legacy requires more than happenstance. That’s why as a part of our unique planning process is to capture your legacy in recorded form through something we call a Family Wealth Legacy Interview.
What we’ve discovered is that we can learn so much more than expected — about ourselves and our loved ones – when we ask the right questions.
So, this year, we invite you to ask your mother, father, and/or another loved one the 32 important questions below that can teach you valuable lessons about love, life, and what matters most. And, don’t just ask them, record their answers to create your own Family Wealth Legacy. Or, contact us to schedule time for a comprehensive Family Wealth Planning Session this month, and we’ll create a Family Wealth Legacy as part of your estate plan.
Use these questions as a springboard and an engaging activity during the holidays and discover what you didn’t know about your loved ones:
These questions can reveal a wealth of valuable life lessons – family treasures to discuss and share with generations to come. But having this conversation is just a start. To preserve and protect your family assets and other things of value, you should create a comprehensive estate plan that will safeguard what you value most. And, we include a recorded Family Wealth Legacy Interview, which becomes a priceless family legacy piece for your loved ones, with every estate plan we create. Because we’ve discovered that estate planning is really a misnomer; when done right, it’s Life and Legacy Planning — planning for a life you love and a legacy worth leaving.
We can guide you to create a comprehensive estate plan — which we prefer to call and see as a Life and Legacy Plan because it’s about so much more than just your “estate” — that protects and preserves your most valuable assets. Before the session, we’ll send you a Family Wealth Inventory and Assessment to complete that will get you thinking about what you own, what matters most to you, and what you want to leave behind.
Contact us today to schedule your session.