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Wealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #5

I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #5, Transferring Without Heart. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, and Mistake #4. Mistake #5 – Transferring Without Heart I’ve seen it over and over, wealth owners frantically […]

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Wealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #3

Post by Myra Salzer. I’ll continue my series of blog posts covering the common mistakes surrounding transferring wealth with Mistake #3, “Never Saying No.” If you have not already done so, I invite you to read Mistake #1 and Mistake #2. Mistake #3 – Never saying “NO” As a parent with wealth, especially with teenage […]

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Wealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #2

Post by Myra Salzer. Since I’ve had a lot of enthusiasm by various groups interested in hearing me speak about the mistakes that I have often seen surrounding transferring wealth, it seemed appropriate to write about it in a series of blogs covering these common mistakes. I’ll continue with Mistake #2. You can find Mistake […]

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