Why Annual Family Legacy Meetings Are Essential to Your Family and Finances
I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one. All the smooth transitions had a single commonality; the plan was communicated clearly, and often multiple times over many years. I’ve witnessed firsthand the importance of proactive financial planning and […]
Why Annual Family Legacy Meetings Are Essential to Your Family and Finances Read More »