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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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