“Not My Family!” Strategies To Avoid Wealth Destruction


The objectives of successful wealth transfer planning and inheritance planning are both financial and succession oriented. Too often, all the planning attention is placed only on the financial aspects. This can lead to unintended consequences for family and business relationships. Most people passing on wealth do so with an expectation that their generosity will be received in the spirit it was intended. Without a proper amount of focus on family dynamics, succession plans and inheritances can cause serious damage to family relationships.

Avoiding Wealth Destruction

“If your client’s wealth transfer plan is not done carefully, your client’s wealth will be transferred… just not where they intended.
It will end up being transferred to their litigation-minded children, law firms and other professional firms.”



Contact me at 561-869-4500 or email me at TB@LifeCyclePlanners.com for a complementary consultation. Or, visit us at Facebook

ted bernstein boca raton florida 

Also published on Medium.


Ted Bernstein

Dedicated to helping people create the ultimate retirement security and protection plan to safeguard their families and businesses. I stress guaranteed income solutions, indexed annuities and state of the art wealth preservation strategies. As the innovator of life insurance products without commissions, my recommendations are impartial, objective and always in the best interests of my clients.

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