God intended families to last, and to have an impact for generations. Unfortunately, traditional estate planning focuses upon transferring financial assets primarily. Legacy Planning focuses more on children, grandchildren and children yet to be born—children we will never see. The key to a lasting family legacy—7 generations or more—is that a family must have a well-defined set of values, a clear vision and a practical mission.
In many cases, families need someone other than a lawyer, accountant or financial advisor to help them think through their estate documents. They need someone who can give them a qualified professional opinion without a financial stake in the game. This coaching may occur prior to formal legal document preparation, or the coaching may occur after someone has passed away, thus leaving an immediate need for instruction relating to next steps regarding the estate.
Would you like a speaker for your next event? Bill is a frequent speaker in a variety of venues. Consider scheduling him as your conference or keynote speaker in a few of the following ways:
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