- Passing down my values and life lessons along with my wealth is important to me. How can I plan ahead to ensure these are passed along?
- I want to communicate to my heirs the importance of our family’s human, intellectual, financial, and social capital. How can our planning accomplish this?
- I want to ensure that my heirs are as competent as possible to make the most of my assets beyond my passing. What tools will help us accomplish this?
- I want to be confident that my heirs have all the tools and financial education to help them reach financial maturity. Are there specific resources available for this?