Pre-Inheritance Experiences

The primary purpose of estate planning should be to give children just one thing: experience. Why? We tell clients it is because planning and preparing for the future of their money is not
the same as planning for the future of their family.

If your client’s goal is to strengthen, motivate and unify those who will follow them, and if they want to save both their family, and the assets for which they have worked so hard, their children and grandchildren must be prepared to receive their inheritances.

We help families to prepare their heirs to receive both kinds of inheritances, financial and emotional. This is done in part through what we call ‘Pre-Inheritance Experiences.’ One of these experiences is an organized family retreat. This is a family forum that is conducted through adult-to-adult communication. For many families, this is the first time that adult children have interacted on this level with their parents or grandparents.

At the retreat, the focus of activity is on:
- Establishing communication among family members.
- Confirming that the children's 'real' inheritance has already
been received.
- Organizing a family structure for unity.
- Passing leadership to the next generation.
- Preparing heirs to receive valuables without deteriorating
their values.

With the right preparation, children can discover that what they stand for is more important than what they own. That’s an inheritance they will never lose.