Archive - June 7, 2016

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The Essential Elements For Successful Family Wealth Transfers

The Essential Elements For Successful Family Wealth Transfers

The idea of sitting down with your family and discussing a plan for the future – in terms of wealth inheritance and transfers – may seem daunting to some but it is absolutely necessary.

Having a conversation and developing an inheritance plan can be emotional but it will benefit you and your family when the time comes. This is the time to discuss and understand the goals, values, and ambitions of each person and to think about the common ground and then make sure your Estate Planning documents (and your assets and liabilities) accurately reflect them.

So What Are We 

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