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Legacy Wealth Transfer
Manage episode 298385331 series 2956153
Treść dostarczona przez Paul Deloughery. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Paul Deloughery lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
In this episode, you'll learn three key insights about family legacy wealth transfer. First we talk about how to meet with families to discuss their legacy and wealth transfer and why an holistic approach is important, as well as family dynamics and traditions and incorporating new family members. Second, we go into the importance of mindset surrounding your business if you want to pass it down to the next generation and how your attitude as an owner will affect your plans for the future and how to keep from “poisoning the well.” And third, we discuss how understanding family legacy plans requires more than just paperwork and how this type of wealth transfer is more nuanced than just basic measurable results which is what lawyers usually focus on (was probate avoided, taxes).
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