A study by the National Center for Policy Analysis revealed that only one out of five children of the rich will themselves be affluent when he or she retires.

Deep fears, not only about the loss of assets, but also about the impact to the next generation as well as the family itself, could keep you up at night.

Even the successful transfer of wealth is fraught with risks.

You may ask, “Have we successfully communicated the guiding principles, traditions, and life experiences that will enable the beneficiaries to manage the assets they will inherit?”

Plans to pass on the assets must be designed with care.

Steady the Rudder
The promise of an intentional legacy strategy is that it creates a rudder for navigating the wealth transfer process. To do so requires that families examine both their tangible and intangible assets, and combine these two distinct categories of wealth into a legacy that is both lasting and meaningful.

Real World Outcomes
A family’s wisdom isn’t simply a “soft” idea that has no real-world outcomes. Family wisdom that has been defined and written down can shape future decisions for the family, including succession for the family business, philanthropic decisions, and even the distribution of the assets.

Create Your Intentional Legacy Plan… Act today.

To engage Inheriting Wisdom for its full Legacy Planning process for your family, contact Cara Mossington, Principal at cmossington@inheritingwisdom.com or call her at 866-571-9648.