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Tips for Creating an Inheritance that Lasts Generations

Preparing your heirs for sudden wealth can help prevent unwise spending.

1 min read
  • Consider taking advantage of a trust.
Trusts can help eliminate some of the guesesing game of where money might end up, while allowing you to dictate ho wand when your assets are distributed after you die. 
  • Connect through philanthropy.
When a philanthropic mission is shared among your family, it provides a forum for communication and sharpened decision-making in a situation wherte the money is going to others and there is no personal interest at stake. 
  • Talk to your heirs about your vision.
Consider sharing history, values and a vision for the future of your family. With a common purpose and shared story, your family stands a better chance of preserving assets for future generations. 
  • Leverage a professional’s perspective
Creating a lasting legacy is neither easy nor impossible – the difficulty lies in the details. Finding the tools and resources that will benefit your family and situation can help make the difference between a squandered fortune and an inheritance that lasts generations. 

 

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