A priceless conversation

“The wisdom acquired with the passage of time is a useless gift unless you share it.”
- Esther Williams

Let’s really be straight, today.

There are only a few things that *really* last in life, and money is not one of them.

Now, sure–you might agree with me that this is a cliché, but step back for a moment and consider those things which you spend the MOST amount of time agonizing over, fretting about, etc. Probably not the things most precious, right?

I don’t know about you, but I would like to take this upcoming holiday season as an opportunity to re-focus and re-energize my BUSINESS life around the strategies and goals that will most concretely affect the things I care about most. Sure, I would love to continue to grow the profitability of my firm–but sometimes pursuing this goal comes at a cost that is too dear.

When we hear about tragedies like the recent shootings at Fort Hood, I think it should be a wake-up call for all of us to ensure that our most precious assets will always be protected.

So, in this week’s Personal Strategy Note, I am going to talk about this a little, and how you can preserve the most important parts of who we really are.

“Straight Talk” Personal Strategy
Protecting More Than Just Money

Too many lawyers just focus on the financials, and neglect to help families identify, articulate and pass along their dreams, passions and hopes for their children and loved ones.

Yes, some families take the bull by the horns, and do this themselves, but it makes really good sense to get outside help in making absolutely sure that every base has been touched.

Specifically, your children and your loved ones should be able to have resources and tangible memories which help them answer these kinds of questions:

• What dreams did they have for me?
• How have they seen the world change around them, and how do they feel about it?
• What kind of family were they hoping to create?
• Were there any mistakes made which they’d like to see me avoid?
• What activities were they most glad to have participated in?
• How did they make decisions about what to do as a family?

There are more questions like this, of course, that you could cover…but the main point I want to make with you is this:

You just never know when these questions will be asked.

And, I hope, you put in place the right tools to make sure you have got the answers.

We are here to help!