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Generational Wealth Planning: How to Avoid the Third-Generation Curse

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Manage episode 485330774 series 2180156
Content provided by Cumulus and KNBR | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cumulus and KNBR | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes, this episode covers essential considerations for anyone hoping to preserve family wealth and values.

You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

3589 episodes

Artwork
iconShare
 
Manage episode 485330774 series 2180156
Content provided by Cumulus and KNBR | Cumulus Media San Francisco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cumulus and KNBR | Cumulus Media San Francisco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes, this episode covers essential considerations for anyone hoping to preserve family wealth and values.

You can send your questions to [email protected] for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

See omnystudio.com/listener for privacy information.

  continue reading

3589 episodes

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