The Hidden Key to Success

If you knew that you had one day left to live, would you spend the day with your lawyers, or would you enjoy your final hours doing the things you love with the people you love?

You know the answer to that. Well, what if those feelings—those emotions—are what drove your wealth and estate planning? Not many people think this way, but it’s the hidden secret to getting excited about planning. Yes, I did say excited about planning.

It’s not just about what you can do or have to do, but it’s about what you want to do. And you accomplish this when you connect your heart to your planning options.

If you start there, you can apply all the available strategies to accomplish what you want to do with the wealth you’re blessed to have. It also allows you to employ the right planning techniques. That’s not only the wisest and best strategy that will lead to more confidence and freedom, but it’s also the most satisfying.

Here is some food for thought:

What might you decide differently if you consider your relationships more carefully and deeply?

What could you do differently if you were able to use your abundant resources while you’re alive to fulfill your deepest desires?

Don’t wait to make the investments that matter most to you. When your heart is involved in planning, it enables you to act with more confidence and assurance right now, and your heirs and the charities you care about will all benefit from it.

Don’t just plan for your future, live it right now.