A Spectrum of Legacies: The Gifts You Leave for Your Children and Community

Weber, Mark A; Bolinske, Kathryn A [Editor]

ISBN 10: 0999090720 / ISBN 13: 9780999090725

Edité par Vinton Street Press, 2021

N° de réf. du vendeur 0999090720-3-31257616

Synopsis :

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.

Détails bibliographiques

Titre : A Spectrum of Legacies: The Gifts You Leave ...
Éditeur : Vinton Street Press
Date d'édition : 2021
Reliure : paperback
Etat : Good