Family legacy planning diagnostic business meeting
Friday, June 8th, 2007
Sarita took careful notes of what occurred at yesterday’s family meeting. I’m not going to walk through all the details. But I think a summary might be helpful. We actually covered a lot of territory. But what has happened in the last 24 hours since the meeting is perhaps the most surprising–shocking–result of all.
Now where will we head? Read the rest of this entry »
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assumptions, diagnostic, estate planning, estate planning process, family meeting, legacy planning, legacy planning process, wealth plan
