Are you wanting to understand more about the power of multi-generational wealth – what it can achieve and pitfalls that can follow if proper planning is not implemented for the next generation?
Ask yourself these questions…
- Should I have assets in joint names with my children?
- How do I keep our family money nest-egg in our family, and not in my children’s potential ex-spouses’ hands?
- How do I protect my family members from potential abuses?
- How do I manage or maintain control of my family nest egg if I am in unable to due to capacity or illness?
- Should I establish a private foundation or a family trust and how they work?
- Are there other appropriate strategies than the ones I’m currently using?
- How much is enough?
Calvin Hoy can help you explore the answers to these and other critical questions…