estate planning and generational wealth Tag Archives

estate planning for large families, estate planning for large families example, multiple generation estate planning, high net worth estate planning attorney

21 Apr Estate Planning Strategies for Large Families

Posted at 09:54h in Estate Planning by Phelps LaClair

Estate planning can get complicated. Especially when it involves distributing wealth among the members of a large family. For families that have built up substantial assets over multiple generations, maintaining harmony between family members takes some careful handling. To shed some light on the steps you...

24 Jun Building Generational Wealth: 5 Secrets of Wealthy Families

Posted at 10:44h in Estate Planning, Living Trusts, Taxes by Phelps LaClair

Building generational wealth starts with you. Making smart financial decisions and setting up a sound estate plan will help you set future generations up for success. But you also need to instill strong financial and family values if you want your legacy to continue to...

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