Business Succession

The Top-5 Reasons You Should Never Hold a Family Meeting

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 […]

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3 Reasons We Created the Willing Wisdom Index™

Senior couple having meeting with financial advisor or insurance agent. Close up of female hand holding pen and clipboard.

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 […]

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Top 10 Reasons You Should Never Write a Will

Top 10 Reasons to Never Write a Will

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 […]

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