Five Reasons To Adopt “Legacy Planning” Over Estate Planning

12-May-2015 #Globalwealth Source: Value Walk

It is expected that the largest intergenerational wealth transfer in history will take place in the coming times but will the new heirs retain the same advisor is a topic of debate. However general consensus is that they will seek new advisors. Under such a situation legacy planning over traditional estate planning should be adopted to effectively build trust and confidence with the next generation.

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