Page 43 - Ultimate Guide to Estate Planning

Join a golf club? Participate in charitable
giving?

Estate planning is really about you giving the
BIGGEST GIFT you will ever give to your loved
ones.

Why wouldn’t you want to foster the
perpetuation of your values when giving the

largest gift you will ever give to your loved
ones? We see lump sum bulk transfers with
no guidance in most estate plans we
review. We read in newspapers and see on

television about family disputes that result
from disputes over who gets what and how
much. What gets lost between gifts made
during lifetime, normally in much smaller
amounts, and gifts made after you pass away,
is the perpetuation of your core values.

Is estate planning about transferring

your assets or is it about preparing
your loved ones for a lifetime without
you with the wealth you are leaving
them.
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