Have you prepared to pass on your wealth to your children? If not (and take it from us!), it can lead to serious family feuds and even legal consequences.

 

We don’t want this to happen to you. Let’s make your family’s relationship stay strong.

 

In this episode, Zacc Call and Laura Hadley highlight practical solutions to prevent family issues caused by wealth, including open communication, fair estate planning, financial education, and maintaining strong family values. 

 

They also discuss the pitfalls of strange oversight or power relationships and the importance of clear communication.

 

Zacc and Laura discuss:

 

• How to initiate effective, efficient, and open communication with extended family when executing financial decisions

• How to mitigate the fear of taxes and eliminate its effect on your family’s ability to make sound decisions

• The risk of making your trust too specific–tips to make your trust sound and clear!

• Why some families fail to make a CLEAR and FAIR estate plan–how you can avoid these mistakes

• And so much more

 

Connect with Capita Financial Network:

 

• [email protected]

• [email protected]

• (801) 566-5058

• Capita Financial Network

• LinkedIn: Zaccary Call 

• LinkedIn: Laura Hadley

• LinkedIn: Capita Financial Network

• Facebook: Capita Financial Network