How to Preserve Generational Wealth and Protect Your Family Legacy

Most families spend years working hard to build wealth, yet research shows that by the second generation, much of that wealth disappears, and by the third generation, nearly 90% of families have lost it entirely. The reason isn’t lack of love or effort; it’s the absence of a clear, ongoing plan to preserve both financial assets and family values.

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Holly Simpson
6 Steps to Choose & Name the Right Guardians for Your Children: Part 1

Choosing a legal guardian for your child isn’t just a formality—it’s one of the most critical decisions a parent can make. In Part 1 of this expert estate planning series, we break down the first 3 essential steps every parent must take to ensure their children are protected no matter what. From defining your ideal guardian to legally naming a first responder, this guide gives you the clarity and confidence to plan wisely.

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