DOWNLOAD THE LEGACY BUILDER WORKBOOK
The Workbook is broken up into the following three phases of legacy planning:
Phase I: How to initiate a lasting family legacy
In this section, you’ll be guided to:
- Create your family trust.
- Involve your children in building a legacy, thereby ensuring their long-term productivity and success.
- “Keep the money together” by initiating the Rockefeller Method and setting up your financial structure properly.
- Start paying yourself first, automatically.
Phase II: The Family Constitution
In this section, I’ll give you instructions on how to:
- Create a Family Constitution that prevents your heirs from getting spoiled and protects your legacy against such a possibility.
- Clearly and meticulously define your family legacy so you have a thorough and clear vision of what you’re building.
- Select the Board of Trustees for your family trust.
Phase III: Family Meetings and Retreats
This section gives you detailed support in learning how to:
- Set up family meetings to be as productive and beneficial as possible.
- Establish family values, rules, traditions, rituals, habits, and goals.
- Create your family crest, mantra, and creed.
- Teach your kids about money