Learn these simple tips for Successful Inheritances. Help your heirs hold on to their inheritances and keep your family intact.

Giving while living is ideal but that oftentimes is not possible. Wealth transference can be complex and gut wrenching for some. Without careful planning, conditions can end up ripe for wealth destruction. Wealth will transfer, just maybe not where you intended it to go. If you’re not okay with your life’s assets enriching litigation departments of probate law firms you’ve never met, now may be a good time to enhance your current wealth transference plan. Don’t let the assets for your heirs end up being lost to professional fees.

I see more and more cases where well-meaning inheritances are busting up families and family relationships. The attached article does a great job highlighting a few of the unintended consequences that can affect not only the rich and famous. How much would it disappoint you to learn that your children may never speak to each other again because of their inheritance. It is a reality that is occurring more often every day.


Or you can click on the link at Insurance News Net to view the article online.

Please contact me at 561-869-4500 or email me about a complementary consultation about the wealth transfer and inheritance issues that may be concerning you and your spouse.

You can visit us at www.facebook.com/lifecycleplanners

ted bernstein boca raton, ted bernstein insurance

Also published on Medium.


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