Many people’s wealth preservation goals and dispositive intent are not coming to fruition as they had wanted (uncertainty), nor are they getting the plans in the manner that they want (lack of preferability), nor are they able to change the plans as/when they want (inflexibility).

People try to accomplish a seemingly impossible feat: ensuring that their assets or businesses will take care of them while they’re alive and preserve their flexibility to make changes in the future, will not unnecessarily minimize their legacy or unintentionally jeopardize any wealth preservation opportunities for their heirs, and will result in their ultimate goals and dispositive intent being realized.