Stop Asking Children What They Want To Be When They Grow Up
We are all guilty of it—asking a young child or teenager the age-old question: What do you want to be when you grow up?
We are all guilty of it—asking a young child or teenager the age-old question: What do you want to be when you grow up?
Here is an idea few advisors will suggest: maybe your children should not inherit your legacy.
When we talk about “generational wealth” we do not mean wealth for wealth’s sake. Instead, what we really mean is wealth for opportunity’s sake.
A purpose trust is exactly what it sounds like, and it’s defining characteristic is to make sure your trust exists for a “valid” purpose.
The biggest mistake made by clients when it comes to estate and legacy planning is that most fail to actually implement their plan.
You are your legacy, and the life you live is the legacy you will ultimately leave behind for your children.