Traditional estate planning often focuses on just one dimension: your financial assets. While important, your money is only one part of what makes up your true wealth.
The traditional process usually looks like this:
Identify your heirs
Calculate net worth through accounts and property
Divide the assets
But a meaningful legacy is about more than simply dividing what you’ve built. True wealth includes the values, lessons, and experiences that shape your family for generations — not just the dollars passed from one person to another.
Estate Planning With Real Purpose
Passing wealth without guidance or intention can unintentionally create challenges for future generations. When heirs receive money without structure, education, or accountability, it can lead to:
Mismanagement of assets
Overspending
Family conflict
Emotional strain
Loss of long-term wealth
History is filled with examples of families who built great fortunes, only to see them disappear within a generation. Wealth without preparation can create pressure instead of opportunity.
Estate planning should empower the next generation — not overwhelm them.
The Limitations of the “Money Dump” Approach
At Evergreen Wealth & Co., we believe the strongest legacy is built on more than financial assets. It’s built on what we call KASH — Knowledge, Attitudes, Skills, and Habits.
Passing down money is meaningful. But passing down wisdom, values, and experiences is transformational.
That’s why our approach to estate planning focuses on:
Protecting financial assets
Strengthening family communication
Sharing values, stories, and lessons
Supporting responsible stewardship
Helping families build generational unity
We help you create a legacy that includes both financial strength and family continuity — so future generations can build on what you started.
A Holistic, Generational Approach
Our goal is to help individuals and families build strategies that support long-term financial confidence. Using proven, tax-advantaged approaches, we help you understand how to protect wealth, structure assets thoughtfully, and plan for a future that aligns with your values.
When structured intentionally, these strategies can support predictable, long-term growth while helping preserve your principal for future generations.
At Evergreen Wealth & Co., we’re here to help you:
Protect the wealth you’ve built
Strengthen your legacy
Support tax efficiency
Build confidence for your family’s future
Estate planning is about more than what you leave behind — it’s about the impact you create today and the foundation you set for tomorrow.