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

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

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