“It takes a noble person to plant a seed for a tree that will someday give shade to people they may never meet.”
– David E. Trueblood
Do you wish to provide your heirs with a secure financial future, but don’t know the best way to do so? Perhaps you want to prepare them for what they’ll receive without revealing your current finances or even their actual inheritance amount for fear of compromising their work ethic? Are you concerned that you’ll overcommit your assets and not have enough for your own retirement?
We understand these concerns, the complicated dynamics of family relationships, and the importance of planning. Access Wealth’s Intergenerational Family Wealth Planning services help you to do the following:
We can help you figure out the best way to have these conversations with your family. Implemented strategically, family wealth planning can overcome conflict, protect your heirs and assets, and ensure your wishes are carried out.
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