No one likes negative surprises, especially after planning carefully to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems. And sometimes the greatest risks aren’t foreseen. These pages contain insights and best practices from an array of experts in the legacy field. Focused catalytic questions will help you look for vulnerabilities in your plan.
Format
Hardcover
Publisher
The Center for Family Conversations
Release
May 21, 2022
ISBN
0991609433
ISBN 13
9780991609437
unPrepared, Heirs at Risk: 14 Elements of Successful Wealth Transfer
No one likes negative surprises, especially after planning carefully to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems. And sometimes the greatest risks aren’t foreseen. These pages contain insights and best practices from an array of experts in the legacy field. Focused catalytic questions will help you look for vulnerabilities in your plan.