Walnut Creek, Listen In! Keys to a Successful Transfer of Wealth

Walnut Creek CA

20 May, 2021

1:41 AM

Description

Many today see money as a solution to problems, but that is not always the case. Wealth can be quite damaging to a family dynamic, which means that planning is critical. When family members are prepared and have learned how to work together, that’s when wealth and inheritance can be used as a tool to benefit a family for generations to come. Tune In Now! >> We're happy to share that our very own Richard Del Monte was recently asked to join estate planning attorney Kirsten Howe on a new episode of her Absolute Trust Talk podcast to discuss why wealth transitions so often fail. They talked about some important tools and processes to help families avoid this fate. They also touched on a few strategies that we use at Del Monte Group to help our clients navigate challenging life transitions. Listen now or watch the video on demand!  Absolute Trust Talk Highlights: Teach your heirs ahead of time how to handle wealth successfully.Communication and conflict management is KEY to building a solid family foundation, especially for when the older generations are no longer around.Have the family find a shared purpose for using their wealth as a tool. Requested a Free Copy of Richard's Book – or Share It With a Friend! Did you know that when wealth is transferred from one generation to the next, 70% of the time, that generation loses the wealth by the end of their lifetime? That’s HUGE. How does that happen? Unprepared heirs and lack of family connection and communication. Wealth can damage relationships and cause rifts within a family that have devastating consequences for all. To help you dive deeper into this topic, we're pleased to offer a FREE copy of Richard's book “Endless Inheritance.” This book will help you avoid discord, conflict and create fulfillment and harmony, ensuring your wealth will live on. To order your free copy, please call our office at 925.736.6410 or email [email protected].