Estate Planning Wisdom from Warren Buffett

Estate Planning Wisdom from Warren Buffett

This American business magnate is considered one of the most successful investors in the world. He is the world’s tenth wealthiest person with a net worth over 105 billion dollars. His lifestyle is simple, his rules about money are profound and his common-sense principles can help you build personal wealth.

What you will learn:

1. Should you tell your kids how much Mom & Dad have BEFORE drawing up your estate planning documents?
2. How do you treat sons who take over the family business vs. daughters who don't work in the family business?
3. How do you test your kids to see if a moderate or big inheritance will enhance their lives or take away all incentive to "be all they can be"?
4. How to teach your kids (and grandkids) to focus on Family Values vs. Family Valuables?
5. Is your "Living Will" worthless if hospitals won't accept the one you have?
6. How some unethical estate attorneys make huge amounts of probate fees when they conveniently don't insist that you "fund your new revocable living trust?"
7. Have you updated your beneficiary designations with the forms required by all your financial institutions?
8. Do you understand that control over your assets while alive is usually more important than what happens after you die?
9. Why successor training is one of the biggest holes in the estate planning process?

3:00PM Seminar Followed By A Free Dinner

Location: Hyatt Place Chandler
3535 West Chandler Boulevard
Chandler, AZ 85226

Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974), and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, and has appeared on over 400 TV and Radio programs heard by over 1 million people.