Bargains Can Cost You

Deceived by a Good Deal

My father was a car enthusiast. He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce. Despite his ability to pay full price, the real excitement for him was in getting a “deal.”

When it came to estate planning, he looked at it through the same lens—getting a good deal for his money. But by the end, he knew he hadn’t gotten a good bargain from his planners—he just didn’t know the extent of the bad deal and how little value he would actually receive.

In trying to straighten out everything, our family paid three times what he originally spent on his estate plan. We paid it to satisfy conflicts that could have been resolved if my father had received better guidance. It cost the family and his legacy far more than dollars could calculate.

I can tell you that my father would have paid three times what he did if he knew what would happen after he passed. He simply didn’t know he had that choice.

You DO have a choice. Most estate-transfer failure is NOT due to improperly prepared estate documents. Ninety-seven percent of failure is due to broken trust, closed lines of communication, and lack of a clear wealth vision.

Failure is more likely when affluent families follow the traditional estate-planning process like my father did. Those are not the results that successful people like my dad want or deserve. Call a qualified wealth-planning expert who can show you how to combine the value you need with the results you deserve.

Wealth is more than money. Don’t just plan for your future, live it right now. Pass it on and share the insights like this that you find valuable.


“I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well.”

Alan Greenspan

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