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Introduction to Personal Estate Planning
Have you heard the term estate and wondered exactly what it is? Or how it applies to you? This segment helps lay the foundation of estate planning and how it applies to you as a business owner or a member of a family business.
Have you thought about the wealth you are transitioning to your children? How they might deal with this transfer? This segment explains what wealth means and some attitudes heirs may have in relation to preserving the wealth.
Have you begun your estate planning? Do you even know where to begin? This online quiz is a mix of standard estate planning terms. We cover what is and what may be a common misperception. This quiz is intended to get you thinking about estate planning and your own process.
Family Wealth capital is developed when the family generates respect and trust by regular communication Financial Wealth capital is what the family must do to sustain its monetary wealth often by creating clear and realistic expectations among heirs Spiritual Wealth capital is put into place when a family understands the deeper meaning and purpose of wealth in their lives Structural Wealth capital develops […]