Are your heirs ready to deal with the wealth you may be planning to pass on to them someday? It's an unfortunate fact that inheritors often struggle with their windfalls in ways that can be hazardous to their wealth. On the latest installment of Wisdom and Wealth, Frank unpacks the complex world of inheritances and the variety of internal and external conflicts that arise throughout this process. Listen as Frank outlines how his affluent clients prepare their heirs for the inheritance and why we can all take a page out of their playbook on this topic. Timecodes:0:06 - Introduction and overview on the topic of the day1:36 - Why inheritances can be a double-edged sword3:30 - The internal and external conflicts heirs can face5:43 - Where to begin helping heirs to address these conflicts6:56 - What affluent families are doing when it comes to passing on their wealth8:20 - Where to begin fostering financial intelligence among your heirs12:47 - An approach that's more appealing to educating heirs on an inheritance16:20 - Additional considerations for matriarchs and patriarchs20:00 - Who should families turn to for help with this process?22:00 - Closing remarksConnect with Frank Astorino:WebsiteFacebookLinkedIn

Ver todos los episodios