Receiving a large inheritance without having the appropriate knowledge and framework to manage that wealth can create more challenges than solutions for the beneficiaries.  Therefore, it is important to create an environment for discussion and education regarding the management of wealth and also the added responsibility which wealth brings.

Considerations for Legacy Planning:

• Define your legacy
• Communicate clear definition of Family Values
• Build understanding of values
• Develop self-sufficiency and financial responsibility
• Mentor children to develp Human Capital
• Educate children to manage Financial Capital
• Build family communication and conflict resolution models
• Encourage ideas, dialogue and input
• Seek professional participation

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