The Greatest Gift is the ultimate guide to successful estate planning-without the drama!

For anyone who has worked their entire life to amass wealth, one of their biggest fears is that their kids will fight over their assets after they have passed. In The Greatest Gift, the authors lay out a plan to keep this from happening by providing families with the tools they need for the successful transfer of wealth, allowing heirs to carry on their family's legacy.

Based upon Sean Maher's extensive experience as a financial planner and interviews with families who navigated a peaceful inheritance, this helpful resource identifies 9 Principles for Successful Wealth Transfer. It reinforces those principles with stories of inheritances gone right and those gone wrong, incorporating insights and tools from coauthor Jill D. Maher's field of work-psychology.

Implementing the nine principles allows future generations to build upon their family's rich and lasting legacy rather than fight over assets and money-no matter the amount. As such, The Greatest Gift is for anyone who values preserving relational wealth as much as they value building financial wealth.

A useful guide for parents, grandparents, aunts, uncles, or anyone who envisions their heirs thriving and living in harmony after they're gone, it's also for people who wish to be a catalyst for proactive conversations with their siblings, cousins, or anyone else who might share in an inheritance.

The Greatest Gift offers tools that are easy to implement to ensure families do not end up being the subject of a Dateline episode of an inheritance gone terribly wrong.

Target Audience:

• Retirees over the age of 60
• Family business owners and entrepreneurs
• Financial advisers, wealth managers, lawyers, and accountants looking for tools to give clients
• Families in the United States with assets over $1M

Marketing Plan:

• Submit to key industry reviewers, including Publishers Weekly and Library Journal
• Develop website and email list for book and engage audience with blog posts, email newsletters, and links to podcast interviews
• Hire a PR firm to help authors secure podcast and media placements (e.g., CNN/FOX interviews on the topic of inheritance)
• Seek opportunities to be a guest on 10 podcasts to promote book
• Pursue at least 3 industry speaking engagements to audiences of 100+ in the next 12 months
• Provide all clients of Valley Forge Financial Group (600+) with copies of the book
• Participate in grassroots bookstore signings and book club attendance/presentations in high-net-worth retirement areas beginning in SE Florida

About the Author
Sean Maher has been providing financial consulting to high-net-worth families for almost thirty years. As a principal at Valley Forge Financial Group, Inc., he regularly presents to industry groups on complex estate planning concepts. Sean has written articles for Trust & Estates, Journal of Financial Planning, and National Underwriter. He and his family live in Chester County, Pennsylvania Jill D. Maher is a licensed psychological counselor and serves clients at the Peacemaker Center, a not-for-profit mental health counseling provider. After graduating from Cornell University, Jill went on to receive her Masters in Education from Cabrini University and was a full-time homemaker until their three children reached high school. Jill is a certified fitness instructor and has taught spin for twenty-five years. She resides in Chester County, Pennsylvania with her family.


Book Information
ISBN 9781636985084
Author Sean Maher
Format Paperback
Page Count 262
Imprint Morgan James Publishing llc
Publisher Morgan James Publishing llc