Estate planning consultation
Reflection and consideration of how to best convey your financial wealth may be the most important gift you can leave to your heirs. Through interviews, discussion, and/or family meetings I help you explore the reasons for and goals of the legacy you will leave behind.
inheritors & Beneficiaries
Growing up in an affluent family can provide privileges and opportunities but poses unique challenges that can rob people of experiences that contribute to a healthy and resilient self-concept. I provide coaching and instruction tailored to meet the unique challenges and emotional needs of inheritors and trust beneficiaries.
What’s Your Money Story?
The strengths and weaknesses of how we currently approach money are often based on experiences and messages received in our youth. Usually subconscious and variously referred to as “money scripts” or “money personalities” etc., I help you understand your money story and plan for the next chapter.
Jeffrey C. Crawford, Ph.D.
Initially trained in clinical psychology, Dr. Crawford facilitates communication and personal development among grantors, inheritors and trustees.