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Protecting Your Legacy: Smart Strategies for Multi-Generational Wealth
Manage episode 454791596 series 3561293
Innehåll tillhandahållet av Impact Partnership and Mike Douglas. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Impact Partnership and Mike Douglas 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.
An estimated $84 Trillion in wealth is expected to be transferred over the next 20 years. Mike Douglas highlights the challenges financial advisors face when clients pass away and the importance of involving both spouses in financial planning. He emphasizes the need for family meetings to prepare the next generation for inheritance and financial responsibility, ensuring that wealth is preserved and not squandered.
Mike also stresses the importance of educating heirs about managing their newfound wealth and the role of financial advisors in facilitating these conversations.
Ready to build your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
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