A Good Inheritor of Wealth

Nathan Merrill and Karl Frank, CFP discuss how to prepare an inheritor of wealth. Building off previous podcasts, we discuss some practical and fun actions we can take to help the next generations become the best versions of themselves they can be.

• Like training your kids to be good at golf, do you want them to start learning to play golf when young or old? Young!
• Similarly, do you want to prepare your heirs for their inheritance when they are young or old? Young!
• Financial education is important.
• Values, stories, ethics–these are more important than financial education to prepare your heirs.
• Think about the items, the symbols, in your family. Learn how to turn them into a catalyst for creating a multi-generational legacy.
• Native peoples have oral traditions that we can learn from.
• Learn how to help the future generations you will never meet, and help them understand your ancestors’ stories as well.

In this podcast, we discuss previous podcasts about estate planning. Make sure to listen to them! Importantly, the expert team offers a free discovery meeting. Contact any one of us at 

www.expertnetworkteam.com

 or email 

[email protected]

Expert Network team provides free consultations. Just mention that you listened to the podcast. 

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
[email protected]

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