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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…

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Estate Planning Basics:
It's Not About What You Have,
It's About Being Prepared
Kirsten Howe
Host
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