People who plan well for retirement have much more than money to consider when it comes to estate planning and generational wealth transfer. For with various assets, the stakes are often higher, the mistakes are magnified, and all members of the family have an incentive (and often the means) to litigate if things don’t go their way.
In this video, @mattburklund with @choosevault and @erinkennedytv discuss four documents one should have in place to protect his or her wealth and the harmony of the family.
1. An updated estate plan 2. Evaluate Various trusts 3. Legacy letter 4. Succession plan for the family business
If you would like help setting up a roadmap to ensure the prosperity and harmony of your family continue for the next generation, please feel free to reach out to Matt at 425-256-3105 or visit www.ChooseVault.com. He can help you design a unique and thoughtful plan for your future and your family.
#WealthManagement #EstatePlan #wealthtransfer
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