Pass on an appropriate inheritance to heirs who are prepared to receive it
The second priority in our planning with families to help them determine what is an appropriate inheritance for their heirs. This is clearly one of the most dangerous and difficult areas of planning and few parents have given this matter much careful thought at all. Our objective is to help parents evaluate their children, their strengths, their weaknesses, their needs, etc. and to help them craft an inheritance for them that can help fund life opportunities for them without accidentally passing on such a large inheritance to them that their inheritance ends up allowing them to choose an unproductive life, living off mom and dad’s inheritance.