Accumulation and Transfer of Wealth
In order to build lasting wealth over multiple generations, careful planning and patience are required. Without specific plans to create and transfer your legacy, statistically, 70 percent of wealthy families will lose that wealth in the subsequent generation, and 90 percent will lose it in the following generation. The sooner you begin implementing the principles […]
Building Your Estate Plan to Eliminate Conflict
Children, including minors and adults, may disagree about family circumstances, especially when it comes to inheriting your estate. Relationships can change and intensify when you die, with underlying issues that bubble to the surface, creating tensions over your estate and possibly tearing your family apart. Even if your children get along well, distribution of your assets […]
History’s Biggest Wealth Transfer
Never before in human history has there been a time like this in terms of finance. Baby boomers are preparing estate plans to leave their legacies to their children, putting America on the cusp of the largest transfer of wealth ever. There will be a wealth transfer of unprecedented proportions over the next 25 years, […]