Page 54 - Ultimate Guide to Estate Planning Third Edition_Neat
P. 54
The events listed above are just sample
events. Our discovery sessions should identify
each event that you deem to be consistent
with what you would do if you were alive and
able to help them with your money.
Distributions in accordance with events
consistent with your core values allow for you
to pass your wealth with the same type of
love, guidance and direction as if you were
alive.
53
