Passing Wealth Generation After Generation.
Estate and legacy planning is an important aspect of an individual’s financial plan. Regardless of one’s affluence level, some form of estate planning is necessary to ensure the financial security of their loved ones so that they will not be unnecessarily burdened upon the death or incapacity of the client. In the case of a wealthy client, a holistic estate and legacy plan ensures the smooth transfer of the client’s legacy and heritage from one generation to another, minimizing emotional stress and unnecessary family conflicts surrounding issues such as fairness and equity. This webinar aims to provide a holistic view of how to perpetuate your wealth after death.
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