100 Year Family Plan
by Steven Berenson
1. Values
2. Interests
3. Process
4. Advisors
5. Ensure financial security for family now.
6. Provide for the financial future of the children
7. Charitable organizations
8. CPA Assits with tax planning
9. Goals
10. Assets
11. Relationships
12. Governance
13. Current business assets
14. Long term taxable accounts
15. Insurance products
16. Long term Autism health care
17. Long term Autism housing
