Understanding Generativity - Legacy & Estate Planning

Summer 2009
UNDERSTANDING GENERATIVITYBy: Don West, Jr.
EmpowerYourFamily and Business & Develop an EnduringLegacy
Copyright © 2009 - Axis Publishing & Distribution Company, LLC

Generativity
1
Introduction to the Concept
Understanding the Concept
2
Applying the Concept
3
Hints for Planning Your Generativity
4
This presentation seeks to meet four objectives:
Note: These slides are intended to support the presenter’s remarks and comments.
Therefore, by design the slides do not to fully convey all the details of the presentation’s subject.

Introduction to the Concept ofGenerativity
Whatisit?
“A concern for establishing and guiding the next generation.”

Dr. Erik K. Erikson, (1950)

a famous psycho-analyst most recognized
for his work on “Identity Crisis”

Introduction to the Concept ofGenerativity
Two Modern Day Views
“Creativity between the generations.”

Dr. John Kotre, Ph.D.

Psychology Professor, Univ. of Michigan in Dearborn
“The ability to generate anything tangible that will exist beyond one’s earthly life; particularly when exhibiting a need to nurture and guide younger people and contribute to the next generation.”

Don West, Jr., J.D.

Chartered Legacy & Trusts Planner

Understanding the Concept ofGenerativity
Whendoesitbegin to occur?
Originally, accordingto Erickson’sEight-Stage’s of HumanDevelopment:
During Middle Age
Today,in almostanyadultespeciallythosewith:
HigherLevels of Maturity &
FocusedConcern for the NextGeneration

Technical Domain
CulturalDomain
Understanding the Concept ofGenerativity
Biological Domain
Add text title
How DoesitManifest?
Technical
Parental
Societal
Cultural
ParentalDomain
SocietalDomain
Biological

Understanding the Concept ofBiologicalGenerativity
The act of making a child
which constitutes the actual creation of a new human life through the passing on of living substances, (e.g., genes, blood and a mother’s milk).Note: There is a difference between giving birth to a child and actually raising the same child, one does not pre-determine or necessarily correlate to the other.

Understanding the Concept ofParentalGenerativity
The act of raising a child
which refers to acts that constitute actually raising of children and the launch into learning and participating in a family's way of life.

Understanding the Concept ofTechnicalGenerativity
The creation of tangible works that will maintain an existence beyond your life, (i.e., paintings, writings, or a business organization).
which describes actual creations and/or the teaching of skills and procedures--how to run a business or organization, how to read or compose music, how to write, how to handle money, how to repair a car, how to build a building, how to program a computer, etc.

Understanding the Concept ofCulturalGenerativity
The creation of a meaning, belief or value system that is passed on to others.
which refers to creating, conserving, or redefining a belief, meaning or value system that is passed on to others. In the cultural category, a person teaches not only how to do things, (technical generativity), but also why they are done, what beliefs inform them, what values sustain them, what theories lies justify them, what they "stand for," what constitutes the system’s "soul" or "spirit".

Understanding the Concept ofSocietalGenerativity
The ability to create societal change and/or reform, (i.e., Ghandi, Martin Luther King, Jr., et. al.)
which refers to a special ability and the requisite influence to create mass change on a community and/or societal level, often associated with influencing and guiding individuals who are not directly known or lie outside of the immediate reach of the originator.
“Every person has the same amount of influence,
the only difference is the size of their stage.”

Key Elements to Generativity
Add text title
It must be
Tangible/
Measurable
Guide,
Contribute
or Impact
Last Beyond
Your
Lifetime
It must be
Released by
Its Creator
Potential To
Understanding to the Concept ofGenerativity
Add text title
The Next Generation

Stopping the
Damage
Letting Go
Talking to
Your Past
Finding Your
Own Voice
Applying the Concept ofGenerativity
Blending Your Voice
with Another’s
Responding
To
Outcome
Selecting
Creating

Planning a Legacy ofGenerativity
Strategic
Legacy/Life
Plan
Preparing a
Will and
Estate Plan
Family
Mission
Statement
Creativity
In the
Technical
Domain
Guides Decisions

Weekly
Monthly
Yearly

Protects

Family
Partners
Capital

Coordinates

Ideas
Energies
Talents

Generates

Income
Credibility
Influence

Single Primary Objective/Goal
Planning a Legacy ofGenerativity
Core Values & Principles
Lasting Message(s) & Record(s) of Wisdom
Strategic Legacy/Life Plan
Weekly
Monthly
Annually
5-Year
10-Year
20-Year
30-Year
Definitive
Chief
Aim
Personal
Mission
Statement
Personal
Legacy
Statement

About the Author
Is Your Planner a Legacy Lawyer?
Your Family Deserves the Best
Don West, Jr. serves as a Counselorat Law, LegacyCoach & VisibilityConsultant advising businesses, organizations and individuals on how to increasetheir performance and deliverhigher value to theirlives, families and bottomlines.
To begin to forge a lasting multi-generationallegacy contact Don today and learn more about building ‘Healthy & SustainedFamilyProsperity.’
Email: dlw@donwestjr.com
Web: http://www.Axis-Institute.net

The End!
&
The Beginning of Your Generative Way!