Trusts & Estates

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Trusts & Estates

Why Most Families Lose Their Wealth by the Third Generation

Can your clients articulate clear plans for using inherited wealth to build healthy relationships? Do your clients have business succession plans in place for the seamless transfer of family business assets at the right time to the best people? If you struggle to answer these questions with clear and positive responses, you should look beyond common legal tools and help your clients think about the purposes of their wealth. This process can encourage family members to pass on proven spiritual and emotional values before they pass on the value of what they own.

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