Dr. Deans shows first-hand how to begin unique and powerful conversations around estate planning, business succession, and wealth transfer.
More than half of Americans over the age of 18 have no Will. For those who do, most wills remain badly outdated. Dying without a will can leave a legacy of chaos and anger for those who matter most. This chaos is particularly pronounced when a closely held business is involved.
- Strategies to help families to find their own succession solution
- Estate Planning
- Guiding Giving Decisions
- Family Communication
- Preparing Heirs
About the Presenter:
Learn from industry expert Tom Deans PhD, Intergenerational Wealth Expert & Best-Selling Author, Every Family’s Business and Willing Wisdom.
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