The Cost of Bargains

Deceived by a “Good Deal” 

My father was a car enthusiast.  He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce.  Despite his ability to pay full price, the real excitement for him was in getting a “deal.”

When it came to estate planning, he looked at it through the same lens.  When he couldn’t find a specialist who would speak his language and understand what he really wanted he did what all his friends at the country club did – traditional planning.

In the end he not only didn’t get a good deal – he got problems and was robbed of taking advantage of opportunities during his lifetime.

And our family was left to straighten everything out paying more than three times what he originally spent on his “state of the art” estate plan.  It cost the family and his reputation far more than dollars could calculate.

Had my father known, what our family does now, he would have invested many times more to save on the losses – financial, personal and social – our family experienced and the lifetime opportunities he missed.  He simply didn’t know he had a choice.

You DO have a choice.  Most estate-transfer failures – even to a spouse – is NOT due to improperly prepared legal documents.  Ninety-seven percent of failures is due to broken trust, closed lines of communication, lack of a clear wealth vision, and not having a fully-integrated legal and financial plan.

Contrary to what you are told, failure is more likely when individuals and families follow the traditional financial and estate-planning process.  Don’t look for the “deal” in your planning… seek out a specialist who has a process that goes far beyond traditional planning.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.



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“I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well.”

– Alan Greenspan

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