What is the Best Kind of Legacy to Transfer to Your Children and Grandchildren? Why Do 90% Mess It Up?
Unintended Consequences! No one likes negative surprises, especially after planning carefully and perhaps paying thousands of dollars to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems. And sometimes the greatest risks aren’t foreseen. How are these risks being missed? In this session, we explore 14 elements of successful wealth transfers.