Building Legacies that Last - Rodgers & Associates

Building Legacies that Last

Current research reveals that we are in the midst of the largest gener­a­tional wealth transfer in history. Unfor­tu­nately, wealth doesn’t always come with the wisdom or the values of the people who generated it. This presen­tation defines the tools used by wealthy families who have success­fully passed on their values and assets to the next gener­ation. Your future estate planning should not only include preparing your assets to be trans­ferred; it must also include preparing your heirs for their future respon­si­bility. Join us before the holiday season begins to prepare you for generational-changing conversations.

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