Building Legacies that Last (Virtual Seminar) - Rodgers & Associates

Building Legacies that Last (Virtual Seminar)

Current research reveals that we are in the midst of the largest gener­a­tional wealth transfer in history.  Unfor­tu­nately, wealth itself 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 should also include preparing your heirs for their inher­i­tance.  The best way to help your heirs handle wealth is to help them make smart decisions while you are still here.

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