Keep It Simple

Making the Complex Simple


If you’re affluent, you know all about complicated. The assets that make up your wealth are complex, and so are the solutions for handling them. But confidence comes when you learn to simplify the complex.


Believe it or not, you should be able to explain your wealth plan on a single page of paper. Breaking down the assets and their structures into their simplest parts so everyone can understand is essential for building confidence and restful assurance.


A good wealth plan is one the family easily understands. One of the major barriers is a plan filled with technical jargon—the kind understood only by the estate-planning attorneys. But a confidence-producing wealth plan is one you can articulate in plain language and is based on the clear desires of your heart.


You and your circumstances are unique, so your plan should be customized to fit your situation. It should represent who you are, your life, and the legacy you desire to leave.


Good planning goes beyond templates and boilerplate documents; and the right planning expert is the one who helps you understand your plan so well that you could explain it to anyone.


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.


“Everything should be made as simple as possible, but not simpler.”

Albert Einstein

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