What do your children really want to inherit?
Oh mom. All we really want to inherit is those two complete sets of fine China. . . no adult child ever said.
Yeah. Dad was at the office a lot. I sorta remember some family vacations.
You’ve worked hard, invested wisely, and planned carefully for your money and possessions. Yet information indicates the source of family wealth (or maybe even that antique furniture you value so much now will either be gone or valued less as the decades pass. X% of people who inherit can’t tell you much about its source within three generations.
We’re not talking about people who can name a building at their alma mater or endow a research foundation. We’re talking about you and how you want to be remembered.
If you can check any of those boxes, we should talk. Sign up for a free, 30-minute consultation.
(No charge. I love talking with people who have something interesting to say.)
