• 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?

HOW WE HELP

We serve you in six distinct phases:

1. Explore and Document Values
Clarify, distill, and document your values and personal philosophies with the goal of harvesting your life experiences for the benefit of future generations and as the foundation for your Personal Family Wealth Policy^TM.

2. Articulate a Vision
Define your family’s vision of well-adjusted, successful, contributing and contented heir.

3. Create Guidelines
Explore and structure wealth distribution guidelines designed to encourage beneficiaries to have meaningful and productive lives.

4. Communicate Expectations
Enhance intra-family communication today, as well as for the benefit of future generations. Create a series of staged communications to let heirs (and family members joining by marriage) know:

• Where they stand,
• What to expect, and
• What is expected of them

5. Mediation
Moderate resolution of difficult family issues where possible.

6. Provide Documentation
Document your personal legacy through a book and personal video (if desired). Create your Personal Family Wealth Policy^TM, which is a non-binding letter of direction to trustees of your estate designed to help heirs thrive.