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August 1, 2022 in
The wealth transfer: financial literacy and family values
The two go hand-in-hand to best prepare your heirs. Build a foundation for financial values long before any money changes hands. It can be...
October 21, 2021
Solidify Your Family Legacy by Preparing Your Beneficiaries
The future may be uncertain but careful inheritance planning is key to taking control while you can, understanding your legacy and ensuring it is preserved for the next generation. Choose from these list of topics to help start the conversation:
- Define your family’s mission statement
- The greatest gifts to share – don’t let your heir down
- Family meetings can help solidify decision-making and wealth governance
- Create a road map – that’s where a Wealth Manager can help
Unfortunately, the majority of family wealth disappears when it’s distributed across multiple generations – there is a smarter solution.
Here’s the link: Solidify Your Family Legacy by Preparing Your Beneficiaries