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  • Writer's picturemelissadoughertyan

Advanced Generational Wealth Planning

Updated: Jun 15

Advanced Generational Wealth Planning

Advanced Generational Wealth Planning, just takes a little time and effort. I encourage you to make a plan to direct where you want your hard earned money to go after your death.

Here are a few important steps towards family wealth planning:

(1) Draft a Trust and Will

(2) Get great tax advice from a Certified Public Accountant

(3) Get great investment advice from a trusted and reputable Financial Advisor.

(4) Update beneficiaries on accounts to make sure they are going POD (payable on death) to whom you intend

and if your own a business; or real property then;

(5) consult with a Business attorney regarding your succession plan and with a Property Attorney regarding any titles which need changed/ updated.

This is a wholistic planning approach to maintaining your wealth and making your "money work for you."

If you would like to take the first step, and draft your Revocable Living Trust with a Pour Over Will then reach out to schedule a free 30 minute consultation with me today. Schedule with me directly on my calendar with the link below:

You can also give me call to schedule a time to chat at 720-556-6584. Looking for an Estate Planning Attorney near me? I serve the entire state of Colorado. I have clients in Jefferson, Summit, Clear Creek, and Denver Counties.

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Elder Law

This is one of the saddest most tragic examples of Elder Abuse I have come across.  It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida.  Click on the link to read the full article below.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.

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