Is your family set up to succeed or fail?

The idea of leaving a generous inheritance to your family may sound appealing and even noble. Except that it usually doesn’t work that way.

1. A Lack of Knowledge

2. A Lack of Appreciation

Record Your Story

Choose Advisors Wisely

Offer Perspective

Choose Successor Trustees Carefully

Get Organized

Prioritize People Over Assets

Talk with us about your portfolio or financial plan here: Talk with an advisor

More Reading: 2 Things You Can Do to Prepare For Long-term Care

Expert Strategies. Straight to Your Inbox.

Join the hundreds of other families and receive weekly financial insights.

Subscribers also gain access to our exclusive monthly client memo that we don't share anywhere else.

We don’t spam! You can unsubscribe at any time.