The Truth About Wealth

The Truth About Wealth


Episode 45 – The Financial and Emotional Components of Legacy Letters

November 13, 2020

In many cases, legacy letters are the main vessel for transferring financial assets down the generational line.  In this episode, John and Michael Parise explain the importance of elaborating and involving your family in legacy letters, and highlight the different considerations you should have when you’re prepared to craft your own.   In this episode, you … Continue reading Episode 45 – The Financial and Emotional Components of Legacy Letters →