Create a Plan for Death and Taxes
I recently talked about the importance of Tax Planning on The Daily Flash, a nationally syndicated morning TV show (See below to watch the...
Create a Plan for Death and Taxes
Resource Center
Articles and resources about wealth and legacy planning, retirement planning, estate planning, investing, and more
A Family Enterprise Approach to Generational Wealth
A Family Enterprise Approach to Generational Wealth
The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...
Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional
Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional
We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...
Gifting Stocks to Kids
Gifting Stocks to Kids
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...