Multi-Generational Financial Planning: Ensuring Wealth for the Future
Strategies for Building Wealth Across Generations Multi-generational financial planning is a strategy that helps families extend their financial legacies across several generations. This approach not only focuses on managing wealth in the present but also on deploying that wealth in a way that supports future generations. In this article, we will discuss some strategies families […]
Legacy Planning: Creating a Lasting Impact for Your Family
People sometimes use the terms “legacy planning” and “estate planning” interchangeably, but that isn’t accurate. Unlike estate planning, legacy planning goes beyond financial considerations; it’s about leaving a lasting impact on your family and future generations. As you navigate the complexities of estate planning, taking a proactive approach to legacy planning allows you to shape […]