Family Matters: Invest in What Counts

Whether you are inheriting wealth, a business, your grandmother’s china set or the infamous chocolate chip cookie recipe, it is important to understand how to be a responsible steward of family legacy. Through proactive planning and honest communication, you can navigate the complexities of family matters to preserve a happy hearth and home.

In this chapter, we cover:

  • Ways to beat the odds by preparing for a family business succession.

  • Challenges of family wealth and steps to inheriting wisely.

  • Strategies for encouraging inclusion and avoiding family conflict.

  • Estate planning basics to help protect your assets and loved ones.

  • The impact of passing on family values.

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CRC 4914184 03/23