The Family H.U.G. ® Planning Process
Step One: Clarify the Family H.U.G.® Plan
- Capture Vision: Uncover family values and hopes for the future.
- Evaluate Current Plan: Compare legal documents and actual wishes.
- Repair & Rebuild: Fill in planning gaps and add legacy elements.
- Deliver a One-Page Plan: Summarize personal, family, and Kingdom legacy.
Step Two: Coordinate the Family H.U.G.® Plan
- Align Documents: Ensure titling and beneficiaries are correct.
- Collaborate with Advisors: Integrate investment, legal, and tax professionals.
Step Three: Communicate the Family H.U.G.® Plan
- Host a Family H.U.G.® Meeting: Facilitate a family conversation (without disclosing
numbers) to create clarity, buy-in, and peace.
Step Four: Continue the Family H.U.G.® Legacy
- Regather and Review: Bring family back at key milestones.
- Ongoing Updates: Adjust as life and laws change.
- Prepare for Next Generation: Seamlessly settle the estate and equip heirs with tools for character, capital, and kingdom stewardship.
"Teach us to number our days, that we may gain a heart of wisdom." — Psalm 90:12
We will:
- Strive to help ensure your surviving spouse is cared for
- Work to equip your heirs with the tools and guidance they may need
- Support you in communicating your legacy with intention and clarity