Break the Inter-Generational Curse. Build Inter-Generational Wealth.
Recently, we recently took another step toward achieving both of these goals. We executed a “living ” or “revocable” trust. This will allow us to avoid probate. To reduce any estate taxes, if there are any. To ensure our assets flow to our heirs.
A “Living Trust” is an estate planning “best practice.” It’s something everyone should have regardless of age or asset value. Get yours done today.
For every celebrity who’s in the news who died without an estate plan, there are heirs of others who watch wealth being dissipated.
Join me. Let’s do more than talk about building intergenerational wealth. Preserve yours and pass it on.