Steve walks us through a High Net Worth sample to show how advisors use Asset-Map in meetings with High Net Worth (HNW), families, business owners, and estate attorneys.  

The key is to visually break down a complex financial estate to understand why the estate is structured this way and to simplify delivery of advice into actionable next steps.

(11 min.)

Link legal entity assets to household members: Click here
Why are some boxes yellow? : Click here
Change the arrangement of members and save the layout: Click here

Tags: multi-generational planning, avoiding probate problems, estate taxes, legal documents, estate attorney, Buy-Sell funding, liquidity events

Estate and Business Planning Target-Maps


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