Leaving a Legacy

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James J Puplava CFP

This week we’re going to cover the importance of leaving a legacy to your loved ones and the generation that you leave behind. This show is not just about money, but also the values you impart to your children and grandchildren along with that money. The reason this topic is so important is because most large fortunes—over 70%!—fail beyond the third generation. Why is that? That’s what today’s show is all about, including how to prevent this with your own family. See how Shaun and Tina Blanco approach their legacy in this week's case study, "Legacy Planning: Passing Along Values That Matter" (see PDF presentation).

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About James J Puplava CFP

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