Learn to Craft Your Legacy and Leave Your Mark for the Next Generation

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.

• Define family culture- Take advantage of family gatherings to talk about what matters.
• Set family goals- what is it you want to have and do as a family?
• Learn financial concepts- the best way to teach children and young adults about money is to weave lessons into daily life. Make money an open subject in the household.
• Prepare heirs and executors- too often family members are completely perplexed when a loved one dies.
• 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.

This workshop will also allow attendees to create an action plan to improve their generational planning and will also provide a generational planning checklist to follow.