2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

061: Keys to a Successful Transfer of Wealth

061: Keys to a Successful Transfer of Wealth

Big Three from Episode #061: Teach your heirs ahead of time how to handle wealth successfully.Communication and conflict management is KEY to building a solid family foundation, especially for when the older generations are no longer around.Have the family find a shared purpose for using their wealth as a tool. Time-stamped Show Notes: 5:57 – How often do these wealth…

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