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ESTATE & LEGACY PLANNING

Redeploying
Underutilized Wealth®

“Underutilized Wealth®” is a term that refers to assets that might produce greater benefit for the family if transferred now rath­er than waiting until death. Families often overlook underutilized wealth® that, if redeployed, might support the family now and for fu­ture generations.
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OUR APPROACH

IDENTIFY
Underutilized Wealth®

QUANTIFY
Underutilized Wealth®

RE-DEPLOY
Underutilized Wealth®

One of the most concrete, specific, and powerful tools that we can offer clients to accelerate in My Family My Wealth® process is to identify, quantify, and redeploy Underutilized Wealth®. This consulting and coaching process assists clients in identifying assets that they do not need for their immediate and projected needs, and identifying needs within the family or community that can be met or assisted by redeploying this Underutilized Wealth®.

Underutilized Wealth® can be defined as assets that the client or the client’s family holds that are not necessary for the immediate needs of the family.

We will work with the client to help them identify their specific needs, their projected needs, wants, and reserves.
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Reasons for Redeploying Assets

  • Long-term care expenses or Medicaid spenddown. If you retain these assets, they may be exhausted by long-term care costs. Redeploy by transferring these assets to a Trust for your children today, rather than waiting until death or losing them to the cost of care.
  • If your estate is subject to estate taxes, holding onto underutilized wealth® only increases the estate tax when you die.
  • Are any of your loved ones underemployed, stuck in a thankless job, or in a substandard school system? Consider redeploying underutilized wealth® to offer them the opportunity to start a new business, pay off a mortgage, or move to a better school system for your grandchildren’s benefit.
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Underutilized Wealth® Consulting

This consultative and coaching process can be offered as one time or part of the greater My Family My Wealth® process, which is developed and progressive over time.

Loans

Redeploy assets to pay-off loans

Gifts

Redeploy assets as charitable gifts

Investments

Redeploy assets to impact investments
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Underutilized Wealth®

Your Positive Impact

These processes are part analytical, part coaching, and part consulting. We work with clients to help them understand and articulate their needs. All while thoroughly recognizing their comfort with risk and other impediments to transferring assets.

Immediate Family

Is there anyone in my immediate family that my Underutilized Wealth® could positively impact?

Extended Family

Is there anyone in my extended family that my Underutilized Wealth® could positively impact?

Community & Causes

Is there a cause or community I align with that my Underutilized Wealth® could positively impact?
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Ready to Learn More?

Contact us today to learn how this consultative and coaching process can help you identify and redeploy Underutilized Wealth®.
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