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 […]
As the greatest wealth transfer in history begins to gather steam – it’s now worth an estimated $1 trillion a year in the US and Canada alone – a tragedy of Shakespearean proportions is unfolding in courtrooms from coast to coast. The confluence of blended families and super-sized estates is creating the perfect storm for a […]
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 […]