Intentional Inheritance Planning

Marguerite Weese |
Wealth Planning
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Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen

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Communicating Financial Values to your Children

Wealth Planning
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Family communication is key to shaping your children’s financial experiences and preserving family wealth. The best way to share your financial values with your children is through open channels of family communication that starts early. If there’s silence surrounding money matters in your home, it can create confusion. Children who grow up discussing age-appropriate financial

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