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employed by lawyers, thus, requiring the
lawyer to deviate from a profit rich process
created by their firm. It takes time to learn
about the client’s values, objectives and goals.
It takes time to educate the client on their
options and to craft a plan that is worthy of
the client’s objectives.
Before providing you with some concrete and
tangible ideas of how you can lovingly pass on
your values to your children and
grandchildren, let’s talk about the stages of
their life so as to avoid fundamentally altering
the course of their destiny by being smothered
with your wealth without any direction.
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