Episode 45 – The Financial and Emotional Components of Legacy Letters
The Truth About Wealth
English - November 13, 2020 13:46 - 33 minutes - 76.2 MB - ★★★★★ - 14 ratingsInvesting Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 44 – Bringing The Next Generation Into The Family Business – Part 2 — With Guest Jeff Savlov
Next Episode: Episode 46 – Measuring Risk In A Family Wealth Plan
In many cases, legacy letters are the main vessel for transferring financial assets down the generational line. In this episode, John and Michael Parise explain the importance of elaborating and involving your family in legacy letters, and highlight the different considerations you should have when you’re prepared to craft your own. In this episode, you …