Four Dimensional Planning

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Four Dimensional Planning

  1. 1. FOUR DIMENSIONAL PLANNING S M                 TRADITIONAL PLANNING  LEGACY PLANNING      Financial Organizational           Legal Emotional         Financial  Legal  Emotional  Organizational   Investments and real estate   Last will and testament   Values and beliefs    Location of documents   Businesses    Durable power of attorney   Family traditions   Financial information   Insurance    Medical power of attorney   Lessons and life experiences   Dependent care instructions   Employee benefits and   Revocable trust   Personal and family memories   Medical background  pension    Asset protection   Wish list of things to accomplish   Funeral arrangements   Social security death benefits   Tax planning   Memorable messages   Household maintenance       ©Copyright 2009 Plan Your Legacy, LLC 

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