You have a lifetime of assets, wisdom, experiences, and values. But how do you convey them to the next generation in a way that honors your legacy? Too many people get it wrong. But it shouldn’t be that way.
How generational planning is replacing traditional, stuffy estate planning
What happens when a legacy isn’t planned
A tale of two families: James Gandolfini and Randy Pausch
How legacy planning can be a meaningful, even fun, process
How to plan for sudden incapacity
The importance of expressing your wishes and conveying your values
How to successfully transfer your wealth, tangible and intangible
A six-step process to start leaving your mark on the next generation
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