While the other key estate planning markets are all business-related, there is one market that may have nothing to do with business. This group is separate from the others in one key respect – whether they inherited their wealth or have sold a business, their primary concern is with the protection of their legacy or wealth. These may include "self-made millionaires" who did not inherit their wealth and are beyond the concern of protecting a business interest. Perhaps they sold a business for substantial profit, or were succesful in other investments. Whatever the source of the money, the need here is to preserve as much as possible for future generations through wise trust and tax planning techniques.
Their financial affairs are often handled by advisers who are not easily approachable and who insulate these clients from other influences. As a result, people in this group may be difficult to reach. However, their need for the estate planning services and products you offer are just as great. In fact they are greater than those of businessowners, professionals, and executives. And, equally pertinent, they have the ability to pay for them.
