Three Timeless Questions
Three questions drive financial planning at every stage, but in the legacy years, these questions deserve solemn and sober reflection. But for those who are finishing well, these considerations feed deep joy and contentment.
Who is the Owner?
We are stewards, managing assets with the time that has entrusted to us.
How much is enough?
Consider the assets required to have peace of mind for the rest of your life, no matter how many years you are given.
Is the next steward chosen and prepared?
Prepare the next generation with information and documents so that your estate can promote harmony and familial bonds without becoming divisive.