Legacy Planning: Preparing Your Heirs for Success

Learn more about financial planning to benefit both you and your heirs: https://www.allgenfinancial.com/servi...

It's common for wealthy families to lose money after three generations. To avoid this, it's important to plan your legacy so you can set up your heirs for success. In this video, Paul and Jason outline strategies you can follow to prepare your heirs with everything they'll need to know to manage their money well.

These strategies include letting your heirs practice budgeting and other money management skills, financial education (which can benefit you as well as your heirs) courses and books, and using a trust to put specific rules on inheritance.

Financial education courses:
Financial Peace University (https://www.ramseysolutions.com/ramse...)
Compass (https://compass1.org/)
Journey of Generosity (https://generousgiving.org/events/jog/)

If you have any questions, call us: 407-210-3888 - we're here to serve.

AllGen Financial Advisors, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). https://www.allgenfinancial.com/regul...

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