Legacy Planning: Discussing Wealth Transfer with the Next Generation
Play • 26 min

When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key concepts to keep in mind. We invite Chad Hamilton of our practice management team to discuss setting up a goals-based, comprehensive foundation of education. Included in this groundwork discussion are building blocks of debt, cash flow management, investment 101 and insurance.

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