Dr Lami’s New & Unique Coaching Program… Estate Planning & Wealth Transfer
$1,142
Includes:
- Estate Planning & Wealth Transfer Program
- 1 x Online Consultation and Coaching Session with Dr Lami
Successful wealth transfer means that assets are transferred smoothly and efficiently, with minimal disruption and loss. Its success dependent on successful Estate Planning. This Coaching Program will walk you thought the necessary steps to help you save time, resources, and avoid headaches now and in the future, while also streamlining the process at the lawyer’s office.
For more information, please read the longer description below.
Once you purchase this product:
A welcome email will be sent to you requesting that you schedule your 1st consultation with Dr Lami.
Read more...
The first 2 segments: Introduction & Part I
Only AFTER you complete Part I and your first virtual consultation with Dr Lami, we will email you Part II of the workbook. Thereafter, you will receive each subsequent part only upon completion of the previous one, until you complete all parts and all consultations.
Any redistribution or reproduction of part or all of the contents in any form is prohibited other than the following:
- Once this product is purchased there is no refund policy
- You may print or download to a local hard disk extracts for your personal and non-commercial use only.
- You may copy the content to individual third parties for their personal use, but only if you acknowledge the website and/or Dr. Ronit Lami as the source of the material.
- You may not, except with our express written permission, share, copy, use, distribute or commercially exploit the content. Nor may you transmit it or store it in any other website or other form of electronic retrieval system, besides what is described above.
Description
Estate Planning is not just about handing over assets, it’s about doing it in a way that’s smooth and simple, with as little hassle or loss as possible.
Did you know that 70% of families fail to sustain their wealth or family business across generations? Surprisingly, only 5% of these failures are due to poor financial education, while a staggering 95% result from issues like poor planning, lack of communication, trust breakdowns, and unprepared beneficiaries.
Before you dive into estate planning, consider how this COACHING PROGRAM can be your guide. It offers insights into the underlying factors influencing your decisions, helping you navigate this complex process of Estate Planning with confidence and clarity.
Estate planning isn’t just a financial task; it often stirs up deep emotions, touching on our relationships with money, our children, and even our own sense of mortality. These emotional aspects are just as important as the legal and financial details, yet they’re often pushed aside or overlooked. This program ensures that every part of your journey is given the attention it deserves.
Who Should Purchase This Coaching Program?
Anyone who is considering, or will be involved in the future, with:
- Individuals setting up a trust, writing a will, or navigating the estate planning process.
- Couples looking to establish a strong foundation for their relationship, grounded in shared values, principles, and financial goals for their family’s future.
- Parents who want to clarify and communicate their thoughts, enabling self-reflection on the reasons behind their decisions.
- Grandparents or parents who wish to pass on their life lessons, principles, and values to the next generation.
- Companies or attorneys who are interested to understand the emotional aspects affecting their clients’ estate planning process
For more details, Read More Here
As a general rule, financial considerations, especially the tax aspects, tend to dominate estate planning. However, financial priorities often conspire against the emotional well-being of beneficiaries. It is common wisdom that leaving the maximum amount of money is the single most important goal. Yet sometimes how wealth is passed on has far more impact than how much is given.
Parents and professionals are often moving into new and unknown territory when they start to consider the psychological dimensions of estate planning. And no general guidance is available to help explore the feelings that are triggered by this process.
Planning your estate is an opportunity to look carefully at what there is to give, not just in terms of financial wealth but emotional and spiritual wealth too. It is a unique opportunity to understand the ramifications of what is bequeathed.
Please be aware that due to the nature of this process some of the questions can be uneasy or difficult to answer. Your consultation with Dr Lami will help with it. Most clients have felt empowered and benefited from it. We are just an email away for general questions: drlamipa@gmail.com
We are looking forward to hearing from you. — This sentence to align with left hand side
How to Use This Document?
The program’s workbook offers a detailed explanation, guiding you step-by-step through the process. It is divided into 7 parts, each inviting you to explore and express your thoughts, ideas, and beliefs on different subjects related to the non-financial aspects of wealth transfer. As you work through each section, you’ll have the opportunity to reflect on both the emotional and logical elements of your decision-making. By answering these questions, you’ll find greater clarity and alignment between your heart and mind, allowing you to make more balanced and thoughtful choices for your estate planning journey.
Wishing you all the best on your estate planning and wealth transfer journey. Remember, I’m here to answer any questions you might have along the way. Feel free to reach out – I’d love to help make this process as smooth as possible.
With my thanks,
Ronit Lami
