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We believe your financial wealth is only about a quarter of your overall “Family Wealth” which is also made up of your far more valuable intangible assets like your Intellectual, Spiritual and Human assets – who you are and what’s important to you.
Most estate plans are only able to transfer your financial wealth to the next generation. The intangible nature of your much greater wealth makes it difficult to capture and it’s most often lost when someone passes.
We know that you want your family to inherit more than just your wealth. You want to leave your family a gift that will help them to have a better life.
Inheritance focuses primarily on money and property. Perhaps more importantly, a true legacy transfer has to do with deeper, more lasting issues including memories, lessons and values you have learned over a lifetime.
We believe that each of us have each been entrusted with special gifts and talents; over the course of our lives we acquire an abundance of wisdom that needs to be shared and preserved.† In a sense, we are obligated to share our history, our stories, our values, and our wishes and pass them on to succeeding generations.
At Michael Sherman, LLC we help the families we serve take active steps to protect and pass on their legacies because we believe that this can have a profound impact on many lives, even beyond the client’s immediate family, and in ways that we may not have even thought possible.
And if you are interested in learning more about our resources for leaving your family with a true legacy, a tangible memento with lasting value, please contact us.
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