Dr Lami’s Unique Coaching Program…
Estate Planning & Wealth Transfer
Do Not Let Your Estate Planning and Wealth Transfer Be a Disaster!
A must-consider program for anyone who wishes to save time, resources, and avoid headaches now and in the future, while also streamlining the process at the lawyer’s office!
70% of families fail to sustain their family wealth. 5% due to poor financial education and 95% due to poor planning, breakdown in communication and trust
“…Our relationships improved, with your help we managed to put together a document that will guide and help next generations live healthier lives and not be negatively affected by their wealth.”
Dr Lami’s New & Unique Coaching Program…
Estate Planning & Wealth Transfer
Prepare Yourself and Avoid Painful Consequences!
Get This Program Before You Make an Appointment with Your Attorney.
During my career I have seen how emotions influence estate planning decisions, how family relationships impact it and how extremely important it is to work with a family psychologist on your estate planning before reaching the attorney’s office.
Estate planning is both a practical and emotional process and is key to successful wealth transfer. This coaching program is a must if you want to save time, resources, and headache, in the present and future and smooth the process at the lawyer’s office!
I have too often witnessed the harmful ramifications of poor estate planning on the success of transferring wealth to the next generations and its negative effect on beneficiaries due to poor estate planning.
Successful estate planning is where assets are transferred smoothly and efficiently, with minimal disruption and loss.
However, quite often, unresolved hidden emotions, behavioral patterns, and unresolved issues hinder the estate planning process.
This program will help you work on the key area s of successful Estate Planning & Wealth Transfer:
• Planning
• Communication
• Documentation,
• Diversification
• Professional guidance
Do it now before it is too late.
Get my Estate Planning & Wealth Transfer program today and privately work with me to save time, money and come prepared to your meeting with the attorney!
