The Mackie Wealth Group presents Willing Wisdom with Tom Deans
“When you will with wisdom, it’s wisdom that you will – this is your greatest gift.”
Tom Deans is a leading consultant to high net worth families and has revolutionized the thinking around family legacy and estate planning. He is a marvelously engaging and entertaining speaker on the subject.
Please join us for an informative presentation and reception with New York Times Bestselling Author Tom Deans, Ph.D. as he explains how you leave your money and possessions is as important as what you leave.
Willing Wisdom is the first book to offer a process — 7 Questions Successful Families Ask. He recommends engaging the whole family in the estate planning process, so we encourage you to bring mature children, parents, executors or a friend in your life that you think could benefit from learning about this important topic.
Topics covered include:
- The imperative for family meetings
- Strengthening connections among family members
- Clarifying family values
- Disclosure to beneficiaries
- Charitable gifting
- Naming an executor
- Division of assets — fair vs equal..