John, age 65, has invested wisely over the years and accumulated a portfolio of $20 million in equity and bond holdings. Despite continuous urgings from many advisors, John procrastinated with his planning… while continually sharing with friends and family his dream of supporting environmental causes he passionately cared about.
There was always an excuse for postponing his legacy planning. John died suddenly of a heart attack. He never scheduled that planning meeting. More than 60% in estate taxes and fees went to support the government rather than his environmental passions – a lifetime of investment success lost because there was always tomorrow to plan.
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