The #1 Mistake Families Make with Inherited Wealth

Transcript

[00:00:00] Wealth is not just built, it's sustained through communication, shared values, and the proper structure. Trust and wills are not enough. I've seen too many people go through the process and feel like just because they've updated their beneficiaries that everything is gonna be okay.

[00:00:17] I've seen situations where children inherit wealth. They do not know what to do with it. They're not educated properly and is blown within a few years. That's not what you want. You worked a lifetime to build these assets. You wanna make sure that you're able to support the people that you care about. The charities that you care about. The causes that are near and dear to your heart, and you wanna make sure that it's done in the way that you've intended.

[00:00:40] So this is called a Family Legacy Review. We do these for clients all the time. If you need help, please reach out to me. This is Antwone Harris with Platinum Bridge Wealth Strategies, and I'll talk to you soon.