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Multi-generational Legacy Planning — a better way to build and transfer your estate | Episode #32
In this week's episode of The Money Insights Podcast, Christian and Rod take a deep dive into multi-generational legacy planning, a unique financial strategy that allows you to transfer your estate to multiple generations to come with our without stipulations on how it can be used.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.
Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com
Need to get in contact with the Money Insights team? Email us at [email protected]
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By Money Insights
4.9
226226 ratings
In this week's episode of The Money Insights Podcast, Christian and Rod take a deep dive into multi-generational legacy planning, a unique financial strategy that allows you to transfer your estate to multiple generations to come with our without stipulations on how it can be used.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.
Visit Money Insights and take the F3 Assessment at moneyinsightsgroup.com
Need to get in contact with the Money Insights team? Email us at [email protected]
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