Everyone You Love, Everything You Have

The non-professional reader is confronted with issues of legal control in family, property, finances, and every area of life. This book will show them a better way to have control. This content gives readers clarity and depth of understanding. Readers will build the competence needed to make more effective choices. They will gain comfort and assurance for taking the right actions. The book gives them both guidance for action now, and a template to identify when control actions are needed in the future. The client service process itself makes LC unique, and this book encapsulates that for readers. By merging factual client narratives with legal concepts, the book makes complex legal matters things clear to readers and helps them identify the actions needed.

An accomplished Estate and Wealth Strategies Planners® , Mr. Quinn is a former Fellow of the Esperti-Peterson Institute and has completed the institute's three-year post-doctoral program in Wealth Strategies Planning® . Attorney Quinn is a member of the WealthCounsel, LLC. Mr. Quinn is a former member of the National Counsel on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs.

A UNIQUE APPROACH TO ESTATE PLANNING Introduction .......................................................................................................... 3 Chapter 1: Estate Planning – A Construct ............................................. 5 OUR ESTATE PLANNING PROCESS Chapter 2: Discovering Your Needs and Wishes ............................ 17 Chapter 3: Designing Your Plan ............................................................... 31 Chapter 4: Implementing Your Plan ....................................................... 61 Chapter 5: Maintaining Your Plan ........................................................... 71 EVERYONE YOU LOVE, EVERYTHING YOU HAVE Chapter 6: What Is a Family’ s Wealth? ................................................ 83 Chapter 7: Underutilized Wealth ............................................................. 85 Chapter 8: A Multigenerational Frame of Mind ............................... 87