Inter-generational wealth planning is increasingly complex. The more open we are about the realities of planning these events, the more we can help alleviate worry for those we love most.
Planning today means you can potentially lessen the confusion and stress that accompanies the tragic loss, incapacity, or disability of a loved one. Use the following infographic to help ensure that those affected have the time and emotional capacity to focus on what really matters. For more ideas on financial wealth transfer, read our blog 7 Steps to Writing a Modern Financial Plan.
Looking for more advice on writing your plan? Sign up for a complimentary consultation with True Living Financial.
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