Estate Planning Isn’t About Death - It’s About Control
Details
An estate planning workshop for high-income families focused on control, liquidity, and long-term family continuity.
Estate Planning Isn’t About Death. It’s About Control, Liquidity, and Family Continuity
Core topics
- Liquidity at death vs asset-rich / cash-poor estates
- What trusts do not solve
- Coordinating protection with estate plans
The Misconception
Many families believe:“Once I have a trust, I’m done.”
In reality, most estate plans fail due to:
- Liquidity gaps
- Lack of coordination
- Outdated assumptions
What You’ll Learn
- What estate documents do — and don’t — solve
- Why liquidity is often the missing piece
- How to avoid burdening your family
- How estate planning fits into a living strategy
Next Step
AI summary
By Meetup
Workshop for high-income families on estate planning, focusing on control and liquidity; outcome: identify liquidity gaps and align protections for continuity.
AI summary
By Meetup
Workshop for high-income families on estate planning, focusing on control and liquidity; outcome: identify liquidity gaps and align protections for continuity.