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Generational Wealth: The Purpose of Prosperity

Wealth for Change: Generational Wealth in Action

The True Measure of Legacy

Your Transition: Builder to Benefactor

Leave a Legacy for Your Great Grandchildren

Templates Included:

Estate Planning Checklist

Tax Optimization Worksheet

Investment Portfolio Planner

Tax Strategy Planner

BUSINESS EXIT PLANNER

CAPITAL GAINS TAX HARVESTING TRACKER

ROTH CONVERSION STRATEGY PLANNER

WEALTH TRANSFER FLOWCHART

LEGACY LETTER WORKBOOK

STRATEGIC GIVING PLAN

THE FAMILY CONSTITUTION

THE 100-YEAR LEGACY WORKBOOK

Personal "Wealth Stack" Mapping Template

"Beyond the Basics" Investment Risk Profiler

Deal Analyzer for Multi-Unit Investments

Real Estate Operations SOP Template

Business Value Tracker & Succession Checklist

Holding Company Setup Guide

Family Payroll Plan Template

"Probate-Proof My Estate" Checklist

Family Office Setup Starter Kit

Financial Curriculum for the Next Generation

THE STEWARDSHIP TEACHING TRACKER

WEALTH INFRASTRUCTURE AUDIT

WEALTH STRUCTURE MAPPING TEMPLATE

INHERITOR READINESS SCORECARD

LEGACY SUCCESSION PLANNER

GENERATIONAL MENTORSHIP FRAMEWORK

What you get:
In-depth comprehensive content
28 downloadable Tools, Checklists, and Templates
100-Year Legacy Workbook
Legacy Succession Planner
Strategic Giving Planner

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Chapters:

Introduction: Why This Book Exists

PART I: THE FOUNDATIONS

CHAPTER 1: The Estate Planning Gap

CHAPTER 2: The Emotional Barriers to Estate Planning

CHAPTER 3: What Happens When You Don't Plan

PART II: THE ESSENTIAL DOCUMENTS

CHAPTER 4: The Core Documents Every Estate Plan Needs

CHAPTER 5: Trusts Demystified

CHAPTER 6: Tax-Efficient Wealth Transfer

PART III: SPECIAL SITUATIONS

CHAPTER 7: Business Succession Planning

CHAPTER 8: Digital Assets & Modern Estate Planning

PART IV: THE TEAM AND THE PROCESS

CHAPTER 9: Choosing the Right Team

PART V: FAMILY DYNAMICS & WEALTH TRANSFER

CHAPTER 10: Family Governance & the Family Constitution

CHAPTER 11: Preparing Heirs for Wealth

CHAPTER 12: Charitable Giving & Philanthropy

CHAPTER 13: Healthcare Directives & End-of-Life Planning

CHAPTER 14: Legacy Letters & Storytelling

CHAPTER 15: The True Measure of Legacy

CONCLUSION: The Purpose of Prosperity