Women & Wealth

Tips for Successful Transition


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Research shows that, for many families, the wealth transition process tends to go awry and cause resentment, fighting, and family breakdown. Passing on wealth is not just about getting financial assets to future generations; it’s also about passing on what you think is important and avoiding damage to your children’s relationships with each other. In this episode, I will provide you with some key tips to assist you in successfully (and peacefully) transitioning wealth to the next generation.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

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Women & WealthBy Regina Hess