THE

LEGACY

ASSESMENT

THE

LEGACY

ASSESMENT

As we work with you to create a plan that accomplishes all of your objectives, we consider three interrelated things:

Preserving & Growing Your Financial Wealth. This element provides fi nancial security for you and for the people and causes that are important to you.

Your Estate Plan. Your estate plan protects your fi nancial assets during your lifetime and directs how they will pass when you are gone. A proper plan will protect those assets from the major risks that can destroy them—probate court, taxes, divorce, lawsuits and fi nancial immaturity.

Preserving & Sharing Your Non-Financial Wealth. This is the part of your plan that protects the values, stories, traditions and life lessons that matter and assists you in passing them on to younger generation family members in ways that will empower them to live happier and more fulfi lled lives.

These three elements are represented by this pyramid

THE LEGACY MODEL

THE LEGACY MODEL

The Legacy Planning Model is based on a concept derived from the famous pyramid created by psychologist Abraham Maslow. In his model, he proposed the idea that basic needs—such as food and shelter—must be addressed before we can focus on loftier intellectual or spiritual needs.

Inspired by Maslow’s model of human behavior, we encourage our clients to fi rst make certain they have a basic fi nancial plan in place to provide the fi nancial security they need for themselves and the people who are important to them. At the same time, we encourage them to protect their fi nancial legacy with a well-designed estate plan. When that has been accomplished, we then encourage our clients to consider the values, stories and traditions that are important to them and pro-actively work to make certain those values continue to be an empowering infl uence in the lives of younger generation family members.

“What you leave behind is not what is engraved

in stone monuments, but what is

woven into the lives of others.”

- Pericles, General of Athens

We understand that many of these questions may be sensitive and personal. Some of these questions may raise issues that are of no interest to you. Please do not feel an obligation to answer any of these questions. You are in control of this conversation.

This Legacy Assessment is critical to us in learning what is—and is not—important to you. We have tools and strategies that can be very benefi cial in helping you achieve the outcomes that are important to you, and these questions point us to those solutions. We want to be as useful as you want us to be.

Your Financial Legacy

Your Financial Legacy

If your answer to any of the previous questions is “yes” or “not sure,” consider discussing solutions with us. The best solutions require time to implement, so consider beginning the planning process now.

Protect Your Financial Legacy

Protect Your Financial Legacy

The inheritance you leave has an impact on the heirs who receive it. An inheritance can provide financial security for your heirs, pay for education and allow your benefi ciaries the freedom to live a better life. But it also has a dark side. For some, a financial inheritance can destroy work-ethic and enable drug or alcohol addictions. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

The inheritance you leave has an impact on the heirs who receive it. An inheritance can provide financial security for your heirs, pay for education and allow your benefi ciaries the freedom to live a better life. But it also has a dark side. For some, a financial inheritance can destroy work-ethic and enable drug or alcohol addictions. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Values, wisdom and life lessons. We learn from our experiences—our successful experiences as well as our failures. We also learn from the experiences of others close to us. The values we consider important are often derived from those life experiences. When properly shared, the wisdom gleaned from those experiences can be useful to younger generation family members. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Values, wisdom and life lessons. We learn from our experiences—our successful experiences as well as our failures. We also learn from the experiences of others close to us. The values we consider important are often derived from those life experiences. When properly shared, the wisdom gleaned from those experiences can be useful to younger generation family members. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Your Family Brand. Successful corporations invest in building and managing their brand. Families have brands too. Can you identify a particular trait about your family that makes it distinctive? What do other people say about your family? The answer may be connected to your business, your profession, your country of origin, your faith tradition or the role your family has played in your community. Strong family brands give younger family members an advantage.Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Your Family Brand. Successful corporations invest in building and managing their brand. Families have brands too. Can you identify a particular trait about your family that makes it distinctive? What do other people say about your family? The answer may be connected to your business, your profession, your country of origin, your faith tradition or the role your family has played in your community. Strong family brands give younger family members an advantage.Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Heirlooms & Artifacts. The division of family artifacts is potentially the most divisive part of the settlement of an estate. However, with some thought and planning, artifacts can be a powerful values transmitter.Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Heirlooms & Artifacts. The division of family artifacts is potentially the most divisive part of the settlement of an estate. However, with some thought and planning, artifacts can be a powerful values transmitter.Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Traditions. Traditions provide much of the glue that hold families together over generations. As

families are more dispersed geographically, preserving those traditions has become more

difficult.Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Traditions. Traditions provide much of the glue that hold families together over generations. As

families are more dispersed geographically, preserving those traditions has become more

difficult.Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Travel. Travel experiences can open younger generations to a wider world and provide a lifetime bond. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Travel. Travel experiences can open younger generations to a wider world and provide a lifetime bond. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Your funeral. Your funeral will be the place where your friends and family refl ect on your life and the value you have added to them and to your community. Many life coaches encourage us to think now about what we want to be said about us then because it can alter how we approach the rest of our life. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Your funeral. Your funeral will be the place where your friends and family refl ect on your life and the value you have added to them and to your community. Many life coaches encourage us to think now about what we want to be said about us then because it can alter how we approach the rest of our life. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some related questions —feel free to respond if they apply.

Family Relationships. For most of us, our family is our legacy. Most families have had confl icts that have caused pain and estrangement. Resolving those confl icts can be an important contribution to family harmony. Preserving family harmony, even after we’re gone, is an important, but often unspoken objective that is important to our clients. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some questions related to Family Relationships—feel free to respond if they apply.

Family Relationships. For most of us, our family is our legacy. Most families have had confl icts that have caused pain and estrangement. Resolving those confl icts can be an important contribution to family harmony. Preserving family harmony, even after we’re gone, is an important, but often unspoken objective that is important to our clients. Is this something you would like to explore? If “yes” or “not sure,” You’ll see some questions related to Family Relationships—feel free to respond if they apply.

A Generosity Mindset. Our experience with hundreds of clients has taught us there is a high correlation between happiness and a generosity mindset. We have found this is very important to some of our clients, but not important for many others. Is this something you would like to explore? If “yes” or “not sure,” - You’ll see some related questions —feel free to respond if they apply.

A Generosity Mindset. Our experience with hundreds of clients has taught us there is a high correlation between happiness and a generosity mindset. We have found this is very important to some of our clients, but not important for many others. Is this something you would like to explore? If “yes” or “not sure,” - You’ll see some related questions —feel free to respond if they apply.

Military Service. Military service, especially combat experiences, can be powerful, life-changing experiences in both positive and negative ways. It can also create bonds that last for a lifetime. Is this something you would like to explore? If “yes” or “not sure,” - You’ll see some questions related to Military Service—feel free to respond if they apply.

Military Service. Military service, especially combat experiences, can be powerful, life-changing experiences in both positive and negative ways. It can also create bonds that last for a lifetime. Is this something you would like to explore? If “yes” or “not sure,” - You’ll see some questions related to Military Service—feel free to respond if they apply.

Closely Held Business or Farm. If a privately owned business or farm is part of your life, these questions are included for you.

Closely Held Business or Farm. If a privately owned business or farm is part of your life, these questions are included for you.

Movies, Books, Podcasts & Other Resources. Sharing books, movies and other media with younger generation family members can be a powerful way of communicating important values. Is this something you would like to explore? If “yes” or “not sure,” would recomendations from us be of interest to you?

Movies, Books, Podcasts & Other Resources. Sharing books, movies and other media with younger generation family members can be a powerful way of communicating important values. Is this something you would like to explore? If “yes” or “not sure,” would recomendations from us be of interest to you?

Please take your time and answer only the questions that resonate with you or reflect your life experience. There are no right or wrong answers, and you can skip anything that doesn’t feel relevant.

Please take your time and answer only the questions that resonate with you or reflect your life experience. There are no right or wrong answers, and you can skip anything that doesn’t feel relevant.

START YOUR LEGACY ASSESSMENT NOW!

Please take your time and answer only the questions that resonate with you or reflect your life experience. There are no right or wrong answers, and you can skip anything that doesn’t feel relevant.

IF YOU HAVE A BUSINESS, FARM OR PROFESSIONAL PRACTICE

- you can skip anything that doesn’t feel relevant-

ADDICTION & SPECIAL SITUATION QUESTIONS


- you can skip anything that doesn’t feel relevant-

THE LEGAL RISK ASSESSMENT


- you can skip anything that doesn’t feel relevant-

The inheritance you leave has an impact on the heirs who receive it. An inheritance can provide f i nancial security for your heirs, pay for education and allow your benefi ciaries the freedom to live a better life. But it also has a dark side. For some, a fi nancial inheritance can destroy work-ethic and enable drug or alcohol addictions. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

THE LEGACY QUESTIONS


- you can skip anything that doesn’t feel relevant-

Values, wisdom and life lessons. We learn from our experiences—our successful experiences as well as our failures. We also learn from the experiences of others close to us. The values we consider important are often derived from those life experiences. When properly shared, the wisdom gleaned from those experiences can be useful to younger generation family members. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Your Family Brand. Successful corporations invest in building and managing their brand. Families have brands too. Can you identify a particular trait about your family that makes it distinctive? What do other people say about your family? The answer may be connected to your business, your profession, your country of origin, your faith tradition or the role your family has played in your community. Strong family brands give younger family members an advantage. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions

Heirlooms & Artifacts. The division of family artifacts is potentially the most divisive part of the settlement of an estate. However, with some thought and planning, artifacts can be a powerful values transmitter. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Traditions. Traditions provide much of the glue that hold families together over generations. As families are more dispersed geographically, preserving those traditions has become more diffi cult. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Travel. Travel experiences can open younger generations to a wider world and provide a lifetime bond. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Your funeral. Your funeral will be the place where your friends and family refl ect on your life and the value you have added to them and to your community. Many life coaches encourage us to think now about what we want to be said about us then because it can alter how we approach the rest of our life. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Family Relationships. For most of us, our family is our legacy. Most families have had confl icts that have caused pain and estrangement. Resolving those confl icts can be an important contribution to family harmony. Preserving family harmony, even after we’re gone, is an important, but often unspoken objective that is important to our clients. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

A Generosity Mindset. Our experience with hundreds of clients has taught us there is a high correlation between happiness and a generosity mindset. We have found this is very important to some of our clients, but not important for many others. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions

Military Service. Military service, especially combat experiences, can be powerful, life-changing experiences in both positive and negative ways. It can also create bonds that last for a lifetime. Is this something you would like to explore? If “yes” or “not sure,” would reccomendations from us be of interest to you?

Closely Held Business or Farm. Consider these questions if you have a closely held business or farm

Movies, Books, Podcasts & Other Resources. Sharing books, movies and other media with younger generation family members can be a powerful way of communicating important values. Is this something you would like to explore? If “yes” or “not sure,” would reccomendations from us be of interest to you?

NEXT

START YOUR LEGACY ASSESSMENT NOW!

Please take your time and answer only the questions that resonate with you or reflect your life experience. There are no right or wrong answers, and you can skip anything that doesn’t feel relevant.

IF YOU HAVE A BUSINESS, FARM OR PROFESSIONAL PRACTICE

- you can skip anything that doesn’t feel relevant-

ADDICTION & SPECIAL SITUATION QUESTIONS


- you can skip anything that doesn’t feel relevant-

THE LEGAL RISK ASSESSMENT


- you can skip anything that doesn’t feel relevant-

The inheritance you leave has an impact on the heirs who receive it. An inheritance can provide f i nancial security for your heirs, pay for education and allow your benefi ciaries the freedom to live a better life. But it also has a dark side. For some, a fi nancial inheritance can destroy work-ethic and enable drug or alcohol addictions. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

THE LEGACY QUESTIONS


- you can skip anything that doesn’t feel relevant-

Values, wisdom and life lessons. We learn from our experiences—our successful experiences as well as our failures. We also learn from the experiences of others close to us. The values we consider important are often derived from those life experiences. When properly shared, the wisdom gleaned from those experiences can be useful to younger generation family members. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Your Family Brand. Successful corporations invest in building and managing their brand. Families have brands too. Can you identify a particular trait about your family that makes it distinctive? What do other people say about your family? The answer may be connected to your business, your profession, your country of origin, your faith tradition or the role your family has played in your community. Strong family brands give younger family members an advantage. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions

Heirlooms & Artifacts. The division of family artifacts is potentially the most divisive part of the settlement of an estate. However, with some thought and planning, artifacts can be a powerful values transmitter. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Traditions. Traditions provide much of the glue that hold families together over generations. As families are more dispersed geographically, preserving those traditions has become more diffi cult. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Travel. Travel experiences can open younger generations to a wider world and provide a lifetime bond. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Your funeral. Your funeral will be the place where your friends and family refl ect on your life and the value you have added to them and to your community. Many life coaches encourage us to think now about what we want to be said about us then because it can alter how we approach the rest of our life. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

Family Relationships. For most of us, our family is our legacy. Most families have had confl icts that have caused pain and estrangement. Resolving those confl icts can be an important contribution to family harmony. Preserving family harmony, even after we’re gone, is an important, but often unspoken objective that is important to our clients. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions:

A Generosity Mindset. Our experience with hundreds of clients has taught us there is a high correlation between happiness and a generosity mindset. We have found this is very important to some of our clients, but not important for many others. Is this something you would like to explore? If “yes” or “not sure,” then answer these questions

Military Service. Military service, especially combat experiences, can be powerful, life-changing experiences in both positive and negative ways. It can also create bonds that last for a lifetime. Is this something you would like to explore? If “yes” or “not sure,” would reccomendations from us be of interest to you?

Closely Held Business or Farm. Consider these questions if you have a closely held business or farm

Movies, Books, Podcasts & Other Resources. Sharing books, movies and other media with younger generation family members can be a powerful way of communicating important values. Is this something you would like to explore? If “yes” or “not sure,” would reccomendations from us be of interest to you?

NEXT

927 Beville Rd. Suite 104

South Daytona, FL 32119

Telephone: (877) 434-6243

LEGACY+

ASSESSMENT

www.perpetualwealthfinancial.com

www.perpetualwealthfinancial.com

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