Legacy: A Guide to Successfully Transferring Wealth from One Generation to the Next

Legacy: A Guide to Successfully Transferring Wealth from One Generation to the Next

by Leslie Quinsay

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Overview

Do you have an estate plan in place or a succession plan for your family business? Have all family members agreed how the estate transition will be structured?

Estate planning is different when a family business is involved… very different.

In Legacy, Leslie Quinsay shares insights using her educational background and CEO experience to help entrepreneurs, business owners and investors make the right decisions when estate planning is truly a family affair. This practical and expertly-crafted guide assists families to successfully pass their wisdom and wealth from generation to generation.

Real-life entrepreneur and investor stories provide you with tools to:


  • Organize thoughts and goals for successful estate and inheritance planning.
  • Handle the "challenging" family conversations of money and wealth transfer.
  • Know your company's worth and understand what can happen if it's not protected.


Legacy includes both the human and monetary aspects of creating a comprehensive, family-friendly plan so that all family members are prepared when the time comes to put it into action.

Product Details

ISBN-13: 9781999177300
Publisher: Darkwood Publishing
Publication date: 11/11/2019
Pages: 152
Product dimensions: 6.00(w) x 9.00(h) x 0.35(d)

Table of Contents

A Firsthand Emergency and No Plan

Shortsighted Thinking that Can Tear Your Family Apart

Lay the Foundation – Your State of Affairs Today

Experts – Who Should You Draft for Your Team?

Goals – Hindsight is 20/20 so Let’s Begin at the End!

Articulate Your Wishes – Don’t Let Family Ties Turn into Family Feuds

Communicate Openly – Love, Obligation, & Guilt – Generational Differences

Yield – Practical Ways to Maximizing Wealth

Passing the Baton to Win a Medal

Leave a Roadmap to Find the Treasure

A Useful Guide to Resources and Examples

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