The Top-5 Reasons You Should Never Hold a Family Meeting 1. Time: Deciding to hold a family meeting to discuss and design a transparent estate plan with close family members could consume an entire morning of your life – that’s three hours of your life that you will never get back. Play a round of […]
Introducing the WILLING WISDOM INDEX™ for Advisors A conversation-starting, relationship-building,client-engagement tool like no other. 3 Reasons we created the Willing Wisdom Index™ Reason #1 The state of estate planning is appalling, but an opportunity of epic proportions for the best and brightest advisors. 137 million North American adults do not have a will. This is […]
1. You have spent a lifetime working, saving and generally deferring consumption to fund your retirement. Now that your money has outlasted you, it will be awesome to see how the government divides your assets. Governments always make amazing decisions about other people’s money. 2. The idea that a Will simplifies matters for your family […]
At a farm convention in Chicago, I was approached by an audience member who explained that gifting a working farm to her children was preferable to selling and leaving them each $5 million. When I pressed her for more details – such as – “what do your children think of your plan?” She snapped her […]
Leading up to the release of my new book Willing Wisdom, I paid extra attention to the mail I received. Delivered to my home over the course of three months, were reminder letters from a host of personal service suppliers, including my accountant to file my taxes, my window cleaner, my lawn service, my insurance […]