Post by Myra Salzer I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #7, Surprising Your Beneficiaries. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, Mistake #4, Mistake #5, and Mistake #6. Mistake #7 – Surprising Your Beneficiaries Receiving […]
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Wealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #6
Post by Myra Salzer I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #6, Not Giving Yourself Time to Mourn When You Inherit. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, Mistake #4. and Mistake #5. Mistake #6 – […]
Read MoreWealth 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 […]
Read MoreWealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #4
Post by Myra Salzer I’ll continue my series of blog posts covering the common mistakes surrounding transferring wealth with Mistake #4, Treating Everybody The Same. If you have not already done so, I invite you to read Mistake #1, Mistake #2, and Mistake #3. Mistake #4 – Treating Everybody The Same I have yet to […]
Read MoreWealth 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 […]
Read MoreWealth 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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