Inadvertently, many wealth advisors short-change their obligations to the families they serve, glossing over a key component of wealth transfer – legacy planning. Many affluent families admit to less concern about who gets what than being troubled by how future generations will manage the money. Inheriting Wisdom (www.inheritingwisdom.com) was founded by Dr. Carolyn Friend and Dr. James Weiner as a specialty consulting firm that designs Legacy Plans for families and provides training on legacy issues for their wealth advisors…

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