Optivest Wealth Management Inheritance Slide

1. Questions:
1) What is your current plan on this spectrum?
2) Where are your children’s expectations?
3) What have you done to prepare them?
Heirs
Receive
Nothing
Heirs
Receive Max
Possible
Inheritance Spectrum
“I don’t want
to spoil my
children or
have them
expect an
inheritance.”
“Enough for
health,
education,
and welfare.”
“Enough to
do anything,
but not
nothing.”
“Staged
amounts at
different
ages.”
“Actively
involved with
family assets
and
management.”
“No amount
is too much
for a well
prepared
heir.”