What wisdom, along with wealth, should we convey to our future generation? It’s a challenge for families as they think about the impact of passing their assets to their children and grandchildren. Are there keys to making sure that our families will be stewards of family wealth, rather than simple beneficiaries?Indeed there are! And this book provides a guide to acquiring those keys and meeting the challenges of keeping families connected, focused on a collective mission, and tight-knit from generation to generation

For families who are concerned about the transfer of assets to and the effect of wealth upon the next generation(s), this book is for you.

This book takes you through an experience of how one family deepened their love and connection by adding systems, activities and tools, before the assets were transferred, to keep their family together for generations.

The book is written as a story with learning points sprinkled throughout as well as provocative, relevant and clarifying questions for readers to ask themselves, at the end of each chapter.

The book also includes reference materials for the reader.

Did you know that an inventory of your assets must be submitted to the courts within 90 days of your passing? Did you know that there are over $30 billion of unclaimed assets, and $1 billion of it in unclaimed life insurance policies in the U.S. Treasury?

When family members don’t know about or can’t find all of their loved one’s assets after their death, those assets may be lost forever.

When you set aside time now to organize your affairs and commit your wishes to paper, you are making it easier for your loved ones to cherish your memory while settling your estate.

This book is an organized system of what to do, where things are, and who to contact once you are gone. This book is organized in such a way to make it easy for you to fill out your important information. It also allows you to add extra pages where and when you want to.

This book is for those of you who want to prevent a potential emotional explosion when your executor cannot find all your keys, passwords, titles, accounts and your other beneficiaries begin to question your executor’s competency and honesty. If you understand how important it is to organize your affairs while you are still here and make it easier for your loved ones to deal with the matters that have to be dealt with when you are gone, you will appreciate this book. It provides instruction and guidance to help you fill out important information not found in your estate documents.