How to create a legacy that outlasts you and your money…
50% of wealth is lost by the 2nd generation 90% of wealth is lost by the 3rd generation
Beyond money what legacy are you leaving?
You have to define what is the purpose behind your money, estate and legacy!
Do these 4 things to integrate your purpose, family and legacy…
1- Legacy Team Triangle of Wealth Legal Advisor Tax Advisor Financial Advisor
2- Assets Inventory Ownership
3- Process Define your Purpose
Dominate the day,
Matt Linklater
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