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Summary

Statistics indicate that most wealth transfers from parents to children fail because of poor communication and a lack of trust among family members. Mark Weber describes a process that parents can use to:Clarify their legacy goals.Explain to heirs how their values inform their estate planning decisions.Prepare children to be responsible heirs.Use charitable giving as a means of passing on their values.Create their own unique legacies.Weber offers readers practical advice about how to use family meetings to provide financial education for children and strengthen family ties. A Spectrum of Legacies includes case studies, sample worksheets, and letters from Weber’s long experience as an advisor to affluent families. Readers can use A Spectrum of Legacies to create legacies that pass their financial assets in a way that reflects their personal values, teaches their children, and benefits their communities.

Duration: about 4 hours (04:21:33)
Publishing date: 2024-02-06; Unabridged; Copyright Year: — Copyright Statment: —

• Body, Mind & Spirit