100 Year Family Plan

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100 Year Family Plan by Mind Map: 100 Year Family Plan

1. Values

2. Interests

3. Process

4. Assets

5. Advisors

6. Goals

7. Relationships

8. Governance

9. Ensure financial security for family now.

10. Provide for the financial future of the children

11. Charitable organizations

12. CPA Assits with tax planning

13. Current business assets

14. Long term taxable accounts

15. Insurance products

16. Long term Autism health care

17. Long term Autism housing