“unPrepared raises the question every family ought to be asking: How can we best prepare our children to handle the burdens of wealth? I wholeheartedly commend it.”

David Green


No one likes negative surprises, especially after planning carefully to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems. And sometimes the greatest risks aren’t foreseen. These pages contain insights and best practices from an array of experts in the legacy field. Focused catalytic questions will help you look for vulnerabilities in your plan. Consider these simple questions:

• Will your heirs beat the odds?
• How prepared are they?
• What are the leading indicators of being prepared?
• Whose responsibility is it?
• What is the price of preparation? Price of failure to prepare?

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