Gifting Stocks to Kids Traditions Wealth and Legacy Planning | Jan 10, 2025 Categories Family Legacy Planning In December of 2022 , I had the pleasure of speaking on a nationally syndicated morning TV show. I talked about giving stocks to kids and not...
Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional Traditions Wealth and Legacy Planning | Jan 10, 2025 Categories News We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...
A Family Enterprise Approach to Generational Wealth Traditions Wealth and Legacy Planning | Jan 10, 2025 Categories Family Legacy Planning The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...