• Introduction Page
• YOUR CHALLENGE
• YOUR OPPORTUNITY
• HOW WE HELP
• FIRST STEP
• ADDITIONAL INFORMATION

  Additional Information

  • Our Principles
  • About Dave Bohl
  • Fees
  • Client Story #1
  • Client Story #2

  Frequently Asked Questions

  • 1) I have worked with a top law firm to create wills and trusts. Why do I need to work with you?
  • 2) What kinds of issues are addressed by a Letter of Direction to Trustees?
  • 3) What is the legal impact of the Letter of Direction to Trustees?
  • 4) How many meetings are generally required?
  • 5) How long does the process take?

Client Story #2

This couple provides a fairly high standard of living for their sons, and wants to make sure this continues after they are gone. However, they are concerned about the potential negative effects of their wealth on the development of their grandchildren. We worked with them to document their personal philosophies (in both a beautifully bound book and in personal videos), including a strong belief in the value of work and spirituality. The work culminated in their Personal Family Wealth Policy^TM that strongly encourages education and suggests strong financial support for it, but then recommends relatively modest distributions to descendants until roughly age 50. It provides a series of suggested communications also designed to encourage and reward work and productivity. The couple expressed a real sense of relief at completing what they viewed as critical work that will impact their family for generations to come.

* All potentially identifying facts have been modified. The actual clients reviewed this summary and approved my use of their story