You have worked hard and achieved financial independence. You are now striving for a way to communicate with your family regarding your values and intentions and to assist and prepare the next generation for success.

Shakespeare’s Generational Wealth Planning program will help you achieve critical objectives:

• Create an avenue for ongoing communication between the generations.
• Have conversations about your values, dreams and expectations you have for your family.
• Share key components of your financial and estate plan to better prepare your family for inheritance.
• Mentor the next generation on how best to handle financial issues.
• Focus on important family issues that go beyond money and finance.

To learn how to begin these family conversations, give your Shakespeare advisor a call.