by Lemar Williams | Jan 31, 2023 | 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: *70% of family wealth will be lost by the 2nd generation. *90% of family wealth will be lost by the 3rd generation The...
by David Roberson | Jan 12, 2023 | 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 always toys. As I was talking, I heard the moans and groans of my daughter. If I ever gave my 4-year-old a stock as a gift...
