Serious mental illness, intellectual disabilities, addiction to substances or gambling, and other issues can prevent a beneficiary from productively managing his/her inheritance.
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Many beneficiaries who grow up in the presence of wealth have little direct connection to the work ethic, perseverance, and values that contributed to the creation of the original wealth. Conveying Your Legacy is an exercise to articulate and pass on those experiences and values.
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Who you choose as trustee becomes more important as the scope of things you want to accomplish increases.
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Our personal identity is forged in the interaction between our unique formative experiences and our biological and psychological predispositions: nature AND nurture.
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“A penny saved is a penny earned” is a saying frequently attributed to Benjamin Franklin. It may have been accurate in his time, but he would probably be quite surprised to find out how inaccurate that saying is today.
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Here are the important questions you need to ask.
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