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Value Creation Blog

6 Things You Need To Tell Your Family Before You Die

Way too often I hear families tell me that there was things they wished their deceased family members had told them before they die. Here are six things you need to think about and talk with your loved ones before your day comes.

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Topics: wealth management, estate planning, wealth management video, share your will


There's Never Been A More Important Time To Share Your Will

The first question you need to answer is do you have a will?  After all, according to Tom Deans in Willing Wisdom about 50% the people in the US don't even have a will?

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Topics: estate planning, will, wealth management video


Podcast - Philanthropy And Your Children

Today's podcast features Randy Fox the editor-in-chief of the Planned Giving Center.  Randy has been involved in philanthropic activities for over 20 years.  He's known as one of the thoughtleaders in the philanthropic world.

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Topics: wealth management, Children, estate planning, podcast


Podcast - A Different Way Of Seeing Trusts

Today's podcast episode features John A. Warnick.  John A. is the founder of The Purposeful Planning Institute and a highly respected estate planning attorney based in Denver, Colorado.

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Topics: wealth management, estate planning, podcast


A Hidden Truth About Legacy

legacyToo often in our world of wealth management estate planning is about splitting up the money after you’re gone.  I think this is too bad.  For me, estate planning is also about leaving a legacy of wisdom.

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Topics: wealth management, Legacy Planning, estate planning


Be Smart, Put Your Family First

family_firstOne of my requirements if you do business with me is we have an alignment meeting between you, your spouse and I.  I do this for a reason.  I want to find out how your spouse feels about your business.  I want to understand how much risk he or she thinks you’re taking.

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Topics: life insurance, estate planning, spouse


You Need Clarity In Your Estate Plan

I have a saying I love and my wife hates, “clarity leads to power.”  Not that you’re trying to achieve world domination….well, maybe you are.  Let’s just say I’m not trying to take over the world.  I just want to know if I’m doing the right thing.

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Topics: wealth management, estate planning, creating value


It’s Too Bad We Don’t Recognize People Until They Die!

InMemoriamI was recently at a meeting where it was opened with a picture of a person who had been instrumental in the success of the company. The CEO of the company started singing the praises of this person. Unfortunately, the person the CEO was talking about was dead. He never got a chance to hear how important he was to the company.

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Topics: communication, financial planning, wealth management, communication skills, estate planning, stage 3,, stage 2,


What Is Grantor’s Remorse And Why Should You Care - Wealth Management

giftIf you own a business you’ve probably heard about seller’s remorse. That’s when a business owner sells their business and very soon afterwards is sorry they ever did the deal. This is a real issue in the world of business planning.

There’s another type of remorse I often run across. It’s called grantor’s remorse. That’s when someone irrevocably gives something away to a family member and then comes to be sorry that they gave the gift.

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Topics: wealth management, Children, family, estate planning


I’m Going To Leave All My Money To Charity

gift wrappedI bet you’ve heard someone say that or read it in the press.  Every once in a while some famous person either becomes disgusted or doesn’t want to leave too much to their children.  It’s becoming part of the conversation that we’re having in this country.

You’ve heard Bill Gates and Warren Buffet say this.

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Topics: communication, personal value, estate planning


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