Deciding what and how much to leave your children is a decision that can have a profound influence, either positive or negative, on their well-being. And helping your children acquire the values needed to responsibly handle their inheritance requires time, hard work, and planning.
The process can’t start too early and multi-generational relationships are essential, as we work not only with our clients but also with their families before they pass, building comprehensive plans that adequately prepare the family and transcend individual lifetimes.
Helping your children and grandchildren acquire the values needed to responsibly handle their inheritance requires more than just financial planning—it necessitates fostering a culture of stewardship and wisdom.
While no financial advisor can ensure that your heirs inherit your values, it’s important to find one who shares them.
