Скачать или смотреть How To Plan, Communicate, & Execute the Smooth Transfer of Assets & Values

Traditional “estate planning” doesn’t really cover everything that needs to be discussed. Your legacy is far more than just tangible assets—it includes values, family history, and proper preparation.
Some parents don’t want to commit to leaving an inheritance
Some fear their children will be “trust fund kids”
Children don’t want to think about their parents’ deaths
They don’t want to seem greedy, asking about an inheritance
Or they’re just too busy to think about what happens to their parents’ estate

DON’T LET A LACK OF COMMUNICATION GET IN YOUR WAY. START SAVVY GENERATIONAL PLANNING NOW!

Attend this complimentary workshop and you will learn:
✅What good and bad generational planning look like
✅Why communication between generations can be so hard
✅What it means to define family culture
✅How values, traditions, and models of behavior can be passed on
✅What it looks like to set family goals
✅The importance of teaching financial concepts to the next generation
✅How to successfully prepare heirs and executors
✅A four-step process to planning and executing the transfer of your values and assets