Weekly Love Letter 12/09/25 - Become Your Own Family Bank

Apologies for the couple of weeks we skipped here. I sponsored two great events, and I don’t yet have a fully focused content manager on my team.

But, that is the next hire, and when s/he comes on board, you can expect much more regular release of the Life & Legacy Secrets Love Letter plus much more regular content on the socials. I’m so excited!

In the meantime, let this be your permission to pause and restart when you are ready, trust the timing, and show up the very best you can, trusting that whatever you are doing, so long as you are listening deeply, and moving forward even incrementally, it is enough.

I feel certain those are all things you would tell me, if I considered giving up just because I didn’t or couldn’t show up here these last two weeks, right? Okay, so you tell yourself too.

Now, if you are not moving, paralyzed or frozen with trauma or fear … you have full permission for that as well, and know that you don’t need to stay stuck there.

We have resources to support you to move forward. Simply reply, tell me about your situation, and ask what your next step is and I’ll guide you.

So, what’s happened since the last time we were together here with the “Become Your Own Family Bank” love letter? (Didn’t read it? Read it here now.)

1

I hosted a 2-day offsite with my executive team for Eyes Wide Open Collective mapping out the future of what we are creating together, and WOW … we see the path to $109M in 3 years, and a completely regenerative model for future growth.

2

I finished Part 1 of my next book LIFTed: The Path from Bankrupt, Extractive Business Owner to Regenerative, 8-Figure Business Leader. If you want a copy of what I already have finished, hit reply and I’ll send it to you. I’d love for you to read it as I write it.

3

I co-hosted Living Brave Live with women’s business leader Shoshanna Raven and nearly 1000 women in business. Wow, what Shoshanna pulled together was a huge expander of what’s possible when we commit and show up, fully.

4

My company, New Law Business Model, sponsored the Wealth Counsel Symposium and I gave one of the best talks I’ve ever given to a standing room only room on “How to Get Paid at Every Stage of Business Growth” - if I can get a recording of it together, I’ll let you know.

Yep, that’s all a LOT, huh? And multi-dimensional full range to boot!

It’s how I love to live my life these days.

Full on.

With plenty of rest during the in betweens.

I want this for you too, and it’s why I’m doing all I can to expand my capacity to produce and broadcast more content.

I believe if we are each playing full out, on purpose, lit up, fully alive, with the capacity to feel everything that is ours to feel and heal, and the awareness to know what it all means for our personal and professional growth, we literally have the keys to create a world that truly works for everyone.

Even in the darkest moments of darkness, like the recent horrific deaths that have captured our news feeds, I still believe we are on the path to the greatest possible, most harmonious future we can imagine.

We all die. Every single one of us. So, what lives?

Ultimately, all that can live is that which can find its way to harmony.

We are on the path to harmony with ourselves, each other and the planet.

Think of how far we’ve already come … within the last century, public killing was still culturally accepted. It’s not now.

If we make it beyond the extinction pathway we’re facing, future generations will thrive in harmony with the land, each other and themselves. There are so many signs of it.

And, our choices now have a huge impact on that future.

That’s what I’m here to remind you.

If you agree, and have been desiring a “political solution”, this is the one I believe has the theory of change I can get behind the most. I’d love to see you on the live event they are hosting next week so you can hear what it’s all about.

https://independentslive.us/join

Okay, so let’s get some answers to your questions from my last love letter about Family Banks.

So, now for your Qs:

The first one comes from someone I deeply respect, the author of the brand new money book “Gentle Money”, Adam Koren:

The Family Bank idea seems to center on offering formal loans to the junior generation. Are there any other ways to transfer wealth? I'm thinking of one client in particular who really wants to give the money to his kid, not loan it to her.

My answer:

Yes! 100%. Almost always, the best way for a parent to give money to a kid during their lifetime is to gift it through an irrevocable trust that gives the kid full control, but not “ownership” over the gifted assets. When this is done right, the gifted assets are totally protected from lawsuits, creditors, a future divorce and even bankruptcy. Now, this does not apply to gifting money that will be immediately spent and disappear, but to money or assets that can be invested to grow, including money that would be used to buy a house or start a business.

Creating an irrevocable trust is not a DIY project. It’s an investment of time, energy, attention and money (TEAM) resources into working with a lawyer who has the understanding and knowledge of how to do this right. It’s irrevocable. And, totally worth it.

I’ve trained an army of heart-centered lawyers. And I’m hosting regular masterclasses to teach you everything you want to know. If you want the invite to my next live masterclass, hit reply and let us know and we’ll get you the details.

I’ll do my best to be back next week with Life & Legacy Secret Love Letter #4, Busting the Myth That Your Kids Need to Struggle to Be Successful.

Lots of love,

Ali

PS - love this love letter? Forward it to someone you love. But, first hit reply and let me know if you want Part 1 of the LIFTed Book or the invite to my next live masterclass on estate planning, and how to make sure your will or trust doesn’t fail the people you love, so I can get it to you. Xo

Oh, and … save the date! 10/1 … we’re starting the Financial Liberation Challenge, and you’re invited. More to come on that!