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Protecting Your Legacy: Smart Strategies for Multi-Generational Wealth
Manage episode 454791596 series 3561293
Contenuto fornito da Impact Partnership and Mike Douglas. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and Mike Douglas o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
An estimated $84 Trillion in wealth is expected to be transferred over the next 20 years. Mike Douglas highlights the challenges financial advisors face when clients pass away and the importance of involving both spouses in financial planning. He emphasizes the need for family meetings to prepare the next generation for inheritance and financial responsibility, ensuring that wealth is preserved and not squandered.
Mike also stresses the importance of educating heirs about managing their newfound wealth and the role of financial advisors in facilitating these conversations.
Ready to build your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
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