Preparing the Next Generation for Their Inheritance cover art

Preparing the Next Generation for Their Inheritance

Preparing the Next Generation for Their Inheritance

Listen for free

View show details

About this listen

Lori and Jon explore a key question for successful families: what happens when kids inherit wealth they’re not ready for? Lori shares strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence.

Happy listening!

Hosted on Acast. See acast.com/privacy for more information.

No reviews yet