Author name: CodaTrust

6 Best Practices When Preserving & Transferring Generational Wealth

Preserving and transferring generational wealth correctly can help ensure the financial security of your family for generations to come. With careful planning and a keen understanding of best practices, you can successfully pass down assets from one generation to the next without losing any of their value in the process. In this blog post, we’ll provide business owners with an overview of how best to manage their finances today and throughout their life in order to preserve wealth for future generations.

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How to Administrate the Estate of a Loved One

When a loved one passes away, the grief and emotional pain can be tremendous. Along with those emotions come many challenging tasks—which include dealing with the financial assets of your beloved family member or friend. Administering the estate of a deceased relative may feel overwhelming; however, we can help make it easier by breaking down the steps you’ll need to take as well as providing resources that can make your journey simpler.

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