Module 8 – The Key of Guidance

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Parents and grandparents with young children and young grandchildren have a tremendous opportunity to create a positive and sustainable legacy. Most of our clients spend more time and energy picking babysitters, leaving instructions for those they are entrusting their child to for an evening or a weekend, and providing an orientation of tasks and routines, then they do selecting guardians, trustees or personal representatives or leaving them thoughtful guidance. And many grandparents worry about how they can leave more than money to their loved ones. This session will explore exercises and processes we can assist our clients with to not just close that gap but to feel really good about the legacy they are creating. It’s about the human side of planning and the emotional legacy we can help our clients create.