Family Wealth Transfer Planning: Keeping it in the Family Through Generational Giving

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the family you love. With the projected modification of the current legislation, 2023 [...]

By |2023-08-16T14:14:44-05:00September 27th, 2023|OnPath Thought Leadership, The Founders Group|0 Comments
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Estate Planning: Don’t Just Set It and Forget It

Estate planning is critical for efficiently transferring your money, property, and assets to your beneficiaries after you die. The reason people choose an estate plan is that it avoids probate. One thing to keep in mind about your estate plan is not to set it and forget it. As life continues to change, your estate [...]

By |2023-07-06T14:53:01-05:00August 1st, 2023|OnPath Thought Leadership, The Founders Group|0 Comments
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