6 Steps to Legacy Planning for the Generations
Tragedy Happens— Will You Be Prepared?
People equate estate planning with death planning and therefore, block it out and never do anything, or not enough. The quote here sums it up: “One of the greatest obstacles in estate planning is the perpetuating of death denial. Most people don’t want to plan for post-death lives because death is a scary topic to even think about.”
This is true both on a financial level but also, probably more importantly, on an emotional and spiritual level. That lifetime of experiences—hard earned wisdom and insight that make up our values--never get discussed and never get passed on to the next generation. And that’s the real loss for everyone.
You may be thinking, “I don’t have tens of millions of dollars - what’s it matter if I don’t take this issue seriously? What are the consequences?” and the answer is simple.
Heirs may be subjected to a number of obstacles, such as probate, creditors, lawsuits, judgments and legal fees – all of which can compromise the value of the legacy.
We don’t want this to happen to your family. Join us for a webinar on 6 Steps to Legacy Planning for the Generations on Thursday, June 16th at 6:00 pm EDT to learn what you can do now to set your family up no matter what the future holds.
After the webinar, schedule a complimentary 1-hour consultation with us to discuss how we can help you get prepared for any scenario. Register now!
Meet Al Devji, Host of 6 Steps to Legacy Planning for the Generations
As an independent financial professional, Al Devji works with successful business owners and Physicians to help them understand the importance of developing a strategic, long-term financial plan that helps them achieve their goals and objectives. For over two decades, Al Devji has been taking the mystery out of complex issues so that his clients fully understand all of their options regarding long and short-term goals.
We help successful business owners and Physicians accumulate wealth and drastically reduce income taxes by applying advanced planning strategies not available to most business owners.
Hosted by:
Devji Wealth Management
Your Accountant, Attorney and Financial Advisor ALL Agree...
Attorneys, accountants, and financial professionals have been pressing their clients for years to do estate planning. The benefits of Estate Planning are very real:
• Spells out health care wishes
• Possessions go to heirs you choose without wrangling or dispute
• Avoids additional, unplanned legal expenses
• Provides for loved ones not otherwise protected
But traditional estate planning often doesn’t capture the fullness of our lives and our values such as our character & intellectual assets
We don’t want that to happen in your family. There is a way to achieve all these things —not just the nuts and bolts of traditional estate planning. It’s called Generational Planning and it recognizes that we are all much more than just our physical assets accounted for in our estate plan.
Learn more about estate planning during our webinar 6 Steps to Legacy Planning for the Generations on Thursday, June 16th at 6:00 pm EDT. Register now at https://devjiwealtmanag.oureliteexperience.com/MTPW0002 . After the webinar, you will have the chance to schedule a complimentary 1-hour consultation to discuss your unique situation.
We hope to see you there!
We Hope to See You There, Register Below!