Legacy Planning

Legacy planning is much more than transferring money from one generation to the next.
 
It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.
 
Tune in to the latest episode of the Always On with Duncan MacPherson podcast to learn how you can help your clients prepare their children for the real world, instead of spoiling them with free money, by clicking here: