You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for a family meeting to have a conversation about your money, your legacy, and your core principles.
How to Pass Your Stories and Values to the Future Generations
Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members over time. Reinforcement of family traditions can be built Continue reading