The bad news is it probably doesn’t. The good news is that while it’s not possible to go back in time and change things, your family can gain Generational financial security moving forward.

I recently attended the Wealth and Wisdom Institute, and it really struck a chord with me. The idea about the family coming together not just to plan for financial succession but also to leverage all of their resources to benefit themselves and future generations was such a simple but compelling idea. But traditional, INDIVIDUAL planning techniques get in the way of all of that.

The five “Supervillains” of generational wealth are risk, taxes, regulations, inflation, and depreciation of assets and the dollar itself. For the right families, though, there are tremendous opportunities.

If you would like more information and things develop within my office, then please let me know by messaging me your name and email address, and we’ll get you that information as it becomes ready. In the meantime, please take advantage of our free educational programs.

Free Educational Programs:

Medicaid Planning for Seniors

The Veteran’s Pension Benefit

Estate Planning Basics

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