Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors

THE SEVEN PRINCIPLES OF VALUES-BASED ESTATE PLANNING.

Eternal Planning: Why Clients Are Trapped.

Eternal Planning: Why Advisors Are Trapped.

Principle #1: Understand the Hierarchy of Planning Objectives.

Principle #2: Master the Concept of Social Capital.

Principle #3: Define the Family Finanical Philosophy.

Principle #4: Quantify Financial Independence.

Principle #5: Identify an Appropriate Family Legacy.

Principle #6: Maximize the Social Capital Legacy.

Principle #7: Build a Virtual Planning Team.

THE LEGACY PLANNING SYSTEM: A METHODOLOGY FOR OVERCOMING PLANNING OBSTACLES.

The Legacy Planning System.

Wealth Optimization and Design.

The Legacy Interview.

The Legacy Questionnaire.

The Legacy Goal Profile: Financial Independence.

The Legacy Goal Profile: Family and Social Capital Legacy Goals.

The Legacy Blueprint.

Drafting the Family Financial Philosophy.

Completing the Legacy Positive Focus.

Plan Design, Construction, and Execution.

Summary and Conclusion.

Appendices.

Index.