What My Family Needs to Know - Coil Bound
THIS VERSION HAS COIL BINDING, ADDITIONAL NOTES PAGES, HEAVIER PAPER
For generations, our family has passed down invaluable assets—qualities like work ethic, commitment, dedication, and knowledge—things that form the foundation for building lasting success. These intangible legacies have shaped who we are today and how we approach life, work, and growth.
Now, we find ourselves at a defining moment. We are in a position to not only preserve these timeless values but also to direct our tangible assets to future generations in a way that reflects the care and foresight we’ve always strived to embody.
What My Family Needs to Know is a workbook designed to bring together all critical information about our family’s assets into one organized, easy-to-reference document. It is intended to ensure that we do more than simply build wealth and accumulate assets. More importantly, it will help us thoughtfully set the course for our family’s legacy—particularly if we should become incapacitated or as we transition to the next phase of life.
This workbook will serve as a guiding resource, ensuring that our tangible and intangible assets are preserved, protected, and managed in line with our family’s values. By documenting these important details, we ensure that those who follow us will have the wisdom and clarity needed to continue our legacy with purpose, confidence, and integrity.
THIS VERSION HAS COIL BINDING, ADDITIONAL NOTES PAGES, HEAVIER PAPER
For generations, our family has passed down invaluable assets—qualities like work ethic, commitment, dedication, and knowledge—things that form the foundation for building lasting success. These intangible legacies have shaped who we are today and how we approach life, work, and growth.
Now, we find ourselves at a defining moment. We are in a position to not only preserve these timeless values but also to direct our tangible assets to future generations in a way that reflects the care and foresight we’ve always strived to embody.
What My Family Needs to Know is a workbook designed to bring together all critical information about our family’s assets into one organized, easy-to-reference document. It is intended to ensure that we do more than simply build wealth and accumulate assets. More importantly, it will help us thoughtfully set the course for our family’s legacy—particularly if we should become incapacitated or as we transition to the next phase of life.
This workbook will serve as a guiding resource, ensuring that our tangible and intangible assets are preserved, protected, and managed in line with our family’s values. By documenting these important details, we ensure that those who follow us will have the wisdom and clarity needed to continue our legacy with purpose, confidence, and integrity.
THIS VERSION HAS COIL BINDING, ADDITIONAL NOTES PAGES, HEAVIER PAPER
For generations, our family has passed down invaluable assets—qualities like work ethic, commitment, dedication, and knowledge—things that form the foundation for building lasting success. These intangible legacies have shaped who we are today and how we approach life, work, and growth.
Now, we find ourselves at a defining moment. We are in a position to not only preserve these timeless values but also to direct our tangible assets to future generations in a way that reflects the care and foresight we’ve always strived to embody.
What My Family Needs to Know is a workbook designed to bring together all critical information about our family’s assets into one organized, easy-to-reference document. It is intended to ensure that we do more than simply build wealth and accumulate assets. More importantly, it will help us thoughtfully set the course for our family’s legacy—particularly if we should become incapacitated or as we transition to the next phase of life.
This workbook will serve as a guiding resource, ensuring that our tangible and intangible assets are preserved, protected, and managed in line with our family’s values. By documenting these important details, we ensure that those who follow us will have the wisdom and clarity needed to continue our legacy with purpose, confidence, and integrity.