Dec 3, 2020
Do you have a legacy plan? Does your financial plan include an estate plan? How can you protect and provide for future generations?
Read more and get additional financial resources here: https://financialplanningva.com/multi-generational-legacy-planning/
What we discuss on this show:
0:16 - Are you worried about your future heirs being able to manage their inherited wealth?
1:50 - What are some of the rules and restrictions you can put on it?
3:58 - Will the family business be passed down?
5:50 - What’s your succession plan with your business?
8:09 - Are you trying to make sure your kids and grandkids are taken care of?