Back to the Future: The Central Role of Family Legacy and Family Governance in Today’s Estate Planning
Before there were estate taxes, there was estate planning, but it was about the people, process, possessions, places, Legacy, Governance and THE FAMILY PURPOSE. Without shared purpose there is often separation and conflict. Many estate planning strategies actually make family governance, legacy and harmony more difficult. Most estate plans today treat future heirs as children for the rest of their lives.
In this talk, Tom breaks down how planning can help a family go from unhealthy independence to healthy interdependence, and then can the plan endow the process? See how a “seven-step process to healthy family governance” can become a critical part of your practice and your client’s success.
You may download the presentation from this event recording here. If you would like to dive deeper into Family Estate Planning resources, check out a list of Tom’s favorites here.