08/11/2025
Here are 6 reasons why it's in your interest that we meet your parents:
1. Piece of Mind - Just knowing that your parents have a plan gives people piece of mind, so you don't have to worry about it.
2. Legacy & Inheritance Planning - It can stay confidential, but leaving an inheritance needs to be done strategically, so assets go to the right people... Not the IRS & probate.
3. Long Term Care Planning - Very few people want to be caretakers - financial, physically, or emotionally. Making sure your parents have a plan for nursing care, if it's needed, removes that burden from adult children as the default. Also - very few aging individuals want to be cared for by their children. It's a burden they don't want their family to worry about.
4. Reducing Surprises and Future Conflicts - Nothing tears apart a family faster than adult children disagreeing about what to do with deceased parents assets.
5. Planning for Estate Tax - Depending on asset levels, an estate tax bill could be detrimental to a planned inheritance or business succession.
6. Succession Planning & Implementation - A plan from one generation to the next all implemented and carried out within one financial firm, who already works with both generations is smoother, cleaner, and far less stressful compared to separate financial firms both jockeying to earn your businesses.
So - Focker - What do you say? Should we "Meet YOUR Parents" ?