unPrepared, Heirs at Risk: 14 Elements of Successful Wealth Transfer - Couverture rigide

Tom Conway; Lori Coonen; Todd DeKruyter

 
9780991609437: unPrepared, Heirs at Risk: 14 Elements of Successful Wealth Transfer

Synopsis

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.

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