11. Putting It All Together: Multigenerational Planning and Wealth Transfer
“I must study politics and war that my sons may have liberty to study mathematics and philosophy. My sons ought to study mathematics and philosophy, geography, natural history, naval architecture, navigation, commerce, and agriculture in order to give their children a right to study painting, poetry, music, architecture, statuary, tapestry, and porcelain.”
—John Adams, 2nd President of the United States
Good estate planning means constructing a valuable financial, family, and social legacy. And it’s the successful outcome of implementing the Strategic Wealth Management Framework.
Several of my relatives have had a profound impact on my desire to build a valued legacy. ...
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