A Family's Greatest Financial Risk

In this week's continued focus on Estate Planning, we talk about the greatest financial risk a family has - failing to transfer wealth to intended beneficiaries.

This short, powerful podcast articulates the sources and tragic outcomes of failed estate plans, and a process for avoiding them.

The upcoming 2025 Life Cycle of Wealth book release includes the 2014 original chapter called "Creating Recurrence" that lays out a wealth transfer approach that starts with family conversations and ends with a Legacy Letter.

We encourage you to struture and communicate your financial and legal estate plans with intentionally high detail, and leave nothing left unsaid. This approach can help multiple generations of your family to BE WISE, and DECIDE WELL.

Aaron & Crew

Creating Recurrence.pdf

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