A good friend of mine recently shared a story with me that had my gut wrenched when I read it. She knows that I focus on helping families plan not just for that they have, but also for who they are – their values, insight, stories and experiences – and the story proves just how important that is. This is planning for your Whole Family Wealth™.
Don’t underestimate who you are and what you mean to your family, friends and society as a whole. We all have stories to share that can help and set examples for others. Yet many great people I talk with feel that “leaving a legacy” is something that they’ll do much later in life, that they don’t have a “legacy” to leave right now. Trust me when I say that is completely untrue!
And don’t just take it from me. Read this article and watch the video. You can view it by clicking here. I will let it speak for itself. Please share your thoughts and comments after you read, watch and think about it.
Michael Lichterman is an estate planning attorney who helps families and business owners create a lasting legacy by planning for their Whole Family Wealth™. This goes beyond merely planning for finances – it’s about who your are and what’s important to you. He focuses on planning for the “experienced” generation, the “sandwich generation” (caring for parents and children), doctors/physicians, nurses, lawyers, dentists, professionals with minor children, family owned business succession and pet planning – and he is privileged to do so from a Christian perspective. He takes the “counselor” part of attorney and counselor at law very seriously, and enjoys creating life long relationships with his clients – many of which have become great friends.