What's my goal or dream for Strategic Inheritance?

[John Holzmann]

The Strategic Inheritance home page pretty well describes what I'm hoping to do with StrategicInheritance.com. . . .

You can read about my/our "journey" in legacy planning on the Strategic Inheritance BLOG. But, honestly, at this point, my desire is to create a mutually supportive COMMUNITY of people (probably beginning with customers of our homeschool curriculum company, Sonlight Curriculum, Ltd.) where we can talk about the ins and outs of legacy planning. (It is my hope that this forum--and, eventually these forums!--will provide the substructure on which the community can build itself.) AND THEN, eventually (hopefully sooner rather than later), I want to put together a low-cost "course" for people of modest means (i.e., people like the majority of Sonlight customers) to enable them to do what, in today's marketplace, only those of significant means seem able to afford even to find out about. (I.e., as things are right now, only people who are willing and able to spend $15K [absolute minimum] to $100K or more on their estate planning can afford--and are likely to hear about--real LEGACY PLANNING as opposed to ESTATE planning.)

The problem is, the "soft" issues that legacy planning pushes are the very things that could be of great value NOT ONLY to the super wealthy, but to those of more modest means as well.

I expect to maintain at least one very public forum here on Strategic Inheritance, but/and, as our community grows, to create some more private forums dedicated to the unique and special needs of very wealthy people, maybe another one for . . . who knows? --People who would like to discuss more serious charitable giving (but without "the entire world" looking on)?

Actually, when I first started putting this forum together, I created almost ten forums: a "generic" forum (what I'm now calling the "Legacy Lounge"), but, also, a "Family Governance" forum, a "Philanthropy" forum; a "Preparing the Next Generation" forum; a "Family History" forum; a "Non-Financial Wealth" forum; a "Financial Wealth" forum; a forum that would focus on the Legacy- or Estate-Planning Process; and, finally, a forum dedicated to the unique needs of Business Owners.

Eventually, I expect, it will make sense for us to create those and, I imagine, several additional forums. But until we have a critical mass of participants, it doesn't make sense to spread ourselves so thin.

Oh.

And then you want the real big picture?

When I first started Strategic Inheritance, I thought I would like to start two other sites and communities as well: something called Strategic Legacy Planners or Strategic Legacy Professionals (for people who offer counsel) and another one called, say, Strategic Charities (for non-profit agencies). --All three communities, I thought (and still think), could potentially benefit from talking with one another. I don't want them to be completely mixed together. I think there are good reasons for each community to have its own private place. But it might be worthwhile, too, if we could cross-fertilize with one another and learn from each other. . . .

I hope what I have said gives you some idea.

Perhaps you have some additional thoughts and ideas you'd like to share?

Where would you like to see this community go?