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The Smith family had a huge problem. And they didn’t even know it. As the parents were going through their estate planning process, they didn’t know that a disgruntled child was about to take the entire plan down with a lawsuit. They knew they would not be able to have good family communication on the issues and a family meeting was simply out of the question. As their estate planning consultant, I had an obligation to discover the attitudes and ideas that the children and their spouses had concerning the family’s plan.
Randy McKee, America’s Estate Plan Coach™ and creator of the Family Vision Matrix™ System discusses the importance of being able to ask hard questions during the estate planning process.
As a nationally-recognized estate planning consultant, I am on a mission to help families and businesses avoid family trouble at all costs. Over the course of my career, I have seen far too many families lose money to lawsuits, family fights, taxes, probate lawyers and teams of professional parasites – and it was usually just because of a lack of a family discussion about important issues!
I developed the Family Vision Matrix™ to help families have a necessary family discussion without having to conduct a stress-filled family meeting. My system helps uncover problems that may be lying just below the surface. Once you have discovered the problem, you can do something about it!
I’ll never forget the first time we conducted a Family Vision Matrix™ survey. My wife Carol and I had been working with a great family that had an extremely valuable ranch. There were three children – two of whom lived a long distance from the home place and one who lived and worked on the ranch. The standard back then was to conduct a family meeting. That concept was completely imperfect, but it was the best idea that anyone had up to the point where I developed the Family Vision Matrix™.
I knew I had to do something unique to serve this family because they
• Didn’t particularly get along
• Were not good communicators
• Had spouses who were not really concerned with anything but inheritance,
• Had a history of disagreements
Are you required to have a family meeting? I say not necessarily! But you ABSOLUTELY MUST have a family discussion! Fortunately, with the Family Vision Matrix™ system, you CAN have that critical family discussion without the stress of having a family meeting!
Watch this video to discover why you need to put the Family Vision Matrix™ system to work for you and your family!
Even though you can’t have a family meeting, you can – and must – have a family discussion!
A family meeting was simply not an option. So I developed a survey with a specific format. I decided that having a family meeting was not mandatory. But having a family discussion was!
Family Discussion Tool by America’s Estate Plan Coach™
As a second-generation estate planning consultant, I have seen case after case where lack of communication or incomplete communication has cost money, time, frustration and most of all – relationships.
Senior Market Advisor Magazine’s Expert Estate Planner Panel
Back in 2003 when I was first named to Senior Market Advisor magazine’s expert estate planner panel, I was trying to reach as many people as possible with innovative and effective estate planning education and service.
Since then, I have developed several major national estate planning education systems.
The Family Vision Matrix™
I’ve worked for some of America’s most prestigious corporations and service organizations in helping their customers understand the importance of doing good estate planning.
Ebooks and video channels
In short, I have devoted my professional life to bringing families and businesses the most comprehensive estate planning techniques that are effective and easy to understand.
“A Brilliant Idea”
“The Family Vision Matrix™ is a brilliant idea. I have seen it work wonders in discovering the attitudes of family members. In case after case it has helped families make decisions that will have a positive impact for generations.”
Albert H – South Dakota Estate Planning Attorney
“We had tried several times to ask our children about their concerns in setting up our estate – with no success. We just couldn’t get them to respond. Then we applied the Family Vision Matrix™ system and got all the information we needed. Just amazing.”
John and Janice I – Wyoming Ranch Owners
“Far More Effective Than I Thought It Would Be”
“The Family Vision Matrix™ system was far more effective than I thought it would be. I was surprised to our estranged son and his wife respond very candidly to the questions we wanted asked. Their response has even been the initial steps to reconciling our differences and having our family whole again!”
Stanley and Georgia T – California Business Owners
Our customers have told us time after time that they don’t know what they would not have done without this powerful and effective family communication system. Watch this video to see how the Family Vision Matrix™ worked for this family and many others. The response has been astounding!
We are offering the Family Vision Matrix™ system at a deeply discounted price to show you exactly how easy it is to have that critical family discussion without going through the stress-filled family meeting.
Click on the Guarantee Seal below to see our 100% Money-Back Guarantee!