Getting It Right (2nd Edition)

Description

Most of us are driven by an instinct that wants to prevent bad things from happening. This is why we lock our doors at night, follow the maintenance schedules for our automobiles, and avoid high places with no rails. From a family legacy, financial security, and estate planning standpoint, this book is oriented arouind helping the reader avoid ten regrets that most would consider to be unacceptable.

Getting It Right is the culmination of years of estate and insurance planning experience. “It” refers to the generational impact on our lives. Gary Bottoms has observed the effects of decisions made by the clients he’s worked with an brought estate planning to a new level using meaningful stories about life and relationships.

In “Getting It Right,” Gary outlines ten steps to avoiding regrets. They include: Selecting an advisory team; Planning for flexibility; Focusing on the needs of others; Beginning with a vision of the end; Knowing the importance of small details; Being realistic when planning for future needs; Creating a culture where values and wisdom are transferred; Exhibiting love, intentionality, and wisdom with communication.
From the beginning to the very end, Getting It Right provides a road map to a destination worth pursuing.