Legacy Family Risk Audit
The Legacy Risk Audit is the first step to evaluating your family’s risk to prevent the tragedy before it happens.
Schedule the initial meeting with family members to begin crafting your plan for establishing your legacy.
Legacy Family Advising
Setting up a Family Board of Directors is a key step for successful Legacy Family Planning.
Define your Legacy and pass it to your loved ones.
If you’re like many of my clients, you have followed traditional estate planning advice. Most likely you have never heard of Legacy Family Planning, and don’t know what you are missing. But relying on legal documents to transfer financial assets is a mistake. Over 85% of wealth transfers are doomed to fail when failure is measured by loss of assets, destruction of the family, and long-term emotional pain. You don't know what you don't know, and its time to change that.
Get the latest book by Cindy Arledge to learn more about avoiding the disasters that can come from inheritance and how to protect your family.