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Here's How the Ultra-Wealthy Set Their Heirs Up for Success
Manage episode 448472001 series 2834060
Innehåll tillhandahållet av Homer Smith. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Homer Smith eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Many families have plans to pass along some of their wealth to children and grandchildren. But what about passing on financial values, a sense of purpose and possibility, and other family legacy concerns?
On the latest episode of Advance Your Wealth, we’re taking a look at how legacy planning can potentially help both the people transferring their wealth and the people receiving it.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:06 - Estate planning and wealth planning conversations don't go far enough
2:56 - What can we learn from the ultra-wealthy families out there?
4:15 - Addressing the tension created in these moments
5:52 - Steps to instill values before transferring wealth
7:09 - The importance of discussing wealth a lot over time
9:11 - Advice on getting these important conversations started
11:29 - Steps you can take to begin discussing values and living them
14:17 - What if you have a very large family?
17:41 - How to get in touch with Homer's team
18:37 - Closing remarks
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