Family Wealth Protection Planning

The title of this book could just as well have been; "How To Co-Create Plans That Work With People Who Care." Based on the premise that something "works"-in this case your Family Wealth Protection Plan-until it doesn't. Planning for, protecting, and preserving your family wealth-whether a little or a lot-is the most significant transaction of your life. The same is true when it comes to passing along your wisdom and values and nothing has greater financial, practical, and emotional consequences. The quality of the family legacy you leave depends on how well you manage your Family Wealth Protection Plan. This book provides the information you need and lays out the steps you must take to achieve all of your goals and aspirations while at the same time reducing, and in some cases eliminating, you fears an anxieties about the future. It really is a '2 Way Street". We are all in this together. Striving for clarity, alignment, and agreed upon goals and outcomes. Family Wealth Protection Planning TM provides the information you need and lays out the steps you must take to achieve your goals and aspirations. Steps outlined here will save you time, and in some cases, eliminate your anxiety about the future. Planning for, protecting, and preserving your family wealth-whether a little or a lot-is the most significant transaction of your life. The quality of the family legacy you leave depends on how well you manage your Family Wealth Protection Plan.