What Does Your Planning Sound Like?

Few of us can forget that scene (and that voice) from the iconic 1980s movie, Ferris Bueller’s Day Off, when actor Ben Stein gives the world’s most boring economics class lecture and follows each point with his monotone, “Anyone? Anyone?”unnamed (3)

To me, it seems like most of today’s estate planning is as exciting as that sleep-inducing economics lecture. Why does estate planning seem so dry and impersonal? Does it have to be like that?


“Anyone? Anyone?”

Some would say yes because after all, it’s traditionally a time when you focus on preparation for an inevitable day that none of us look forward to—and all of us wish would never come.

Because we don’t like to think about it, we tend to push away estate planning. And yet we know we need to get our estate in proper order for our peace of mind and security.

It DOESN’T have to be filled with tedious boardroom meetings between you and your lawyers, but in order to make estate planning more meaningful, you must first shift the way you think about it. Think of it as what you can do TODAY for yourself, your heirs, and for others.

Does your estate planning create energy and excitement about what you can do with your wealth? It can. Do you know with confidence that your plan willprevent the agony caused by improper planning that so many other families have experienced? You should.

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.


“We are all ordinary. We are all boring. We are all spectacular. We are all shy. We are all bold. We are all heroes. We are all helpless. It just depends on the day.”

– Brad Meltzer

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