Legacy Family Articles
We strive to provide resources for families and individuals to grow your knowledge base on Legacy Family Planning and how to protect your family from the problems associated with inheritance transfer.
How do you define intelligence? It’s a word and concept most are familiar with, but when pressed to define, one that may not be so easy to put into words. Read more to better define this for you and your family.
There is a little-known phenomenon of three generational wealth loss that is both historical and worldwide in nature. The first generation creates wealth and transfers it to the second generation. By the end of the third generation, the wealth is gone....
My name is Cindy Arledge, MBA, 2 time best selling author. When my parents passed away within eight months of each other I became an orphan at the age of 46. Although it is a natural part of the cycle of life to bury your parents, it doesn’t matter how old you are when you lose them, it is a traumatic life event...
Most American families are unprepared for the greatest threat they have ever faced: the Cur$e of Inheritance. The Cur$e of Inheritance is an ugly monster of jealousy, fear and selfishness that crushes families, eats money and destroys lives. The Cur$e of Inheritance is born in an environment of loss and grief by unprepared heirs who feel entitled to unearned wealth, and tragically forget to see each other as human beings...
If you don't understand the real issue you can't craft a real solution. Most people believe the problem is money, but money is amoral. Money is an amplifier. Traditional estate planning relies on legal documents to transfer financial assets and results in failure 85% to 90% of the time...
According to a 2014 Forbes article, 51% of Americans between the ages of 55 and 64 don’t even have a will. Men are more likely to have a will than women and when considering younger age groups, the number of people without a will dramatically increase to 64% who lack protection.
Who are the business professionals you rely on to make your life better? Most financially savvy families have an attorney to prepare an estate plan, a CPA to prepare annual tax returns and a financial advisor to manage and grow their investments. Smart families also have a mentor, friend, or senior family member to provide sound advice when needed. Really smart families, known as Legacy Families, bring all their professional advisors and mentors together to create a Board of Directors (BOD) to form a family brain trust...