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. 

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Family Retreats

Schedule the initial meeting with family members to begin crafting your plan for establishing your legacy.

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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.

What can you do to protect your family?

 

Add A Legacy family plan

What is Legacy Family Planning?  It’s the missing estate planning tool ultra-wealthy families have used to pass their fortunes for hundreds of years.  It has been the best kept secret hiding in plain sight!  You don’t have to be wealthy to benefit from adding this tool to your estate plan.  You only need to care about your family and their future after you are gone.


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What is the Cur$e of Inheritance?

The Cur$e of Inheritance is an ugly monster of jealousy, fear and selfishness that crushes families, eats money and destroys lives. The Cur$e of Inheritance is born in an environment of loss and grief, by unprepared heirs who feel entitled to unearned wealth and forget to see each other as human beings.  Once “IT” is out, it’s almost impossible to preserve the family. 

To quickly determine your family's risk, download our FREE assessment.