An inheritance can be a great opportunity. It can be life changing in many regards. But will you be prepared for that day if and when it comes? In this episode, we’re talking about legacy planning and how to set your heirs up for success.
Here’s what we discuss in this episode:
💬 Talk About It – Why communication is the most powerful legacy tool
📚 Teach Financial Literacy Early – Start with a debit card, build from there
💡 Create a Values-Based Legacy – Pass down more than just money
🤝 Work With Professionals – Help heirs build trust and find guidance when it matters most
0:00 – Intro
1:29 – Challenges of inheriting wealth
4:37 – Strategies to help you prepare
7:22 – Helping you prepare responsibly
9:17 – Steps you can take
Our website: https://www.axiowm.com/
Phone: 801-717-9237
Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do
Get your copy of Rob’s books: https://www.axiowm.com/book
Let us speak at your next event: https://www.axiowm.com/speaking
Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87Q
Facebook: https://www.facebook.com/AxioWM
LinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/
X: https://x.com/RobShelton_FA
Instagram: https://www.instagram.com/axio.wm/
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