Navigating Inheritance Conversations: Turning Tough Talks into Lasting Legacies
“A life of luxury sounds nice, but generational wealth sounds better.” (Unknown) As the old adage goes: “The first generation creates wealth, the second generation preserves wealth, and the third generation squanders it!” Our goal is to prevent this. If you’re fortunate enough to have created generational wealth, it’s extremely important that your heirs know…