It takes no planning to leave an inheritance. You simply have to pass away owning something.
If you wish to leave a meaningful legacy to future generations, it takes careful and thoughtful planning.
Join GHA's Dale Shaw and our colleague and friend Julia Dean, founder of the Dean Law Firm as they discuss the differences from their experiences with families that have left a lasting legacy, and those that have simply left an inheritance. Learn about the key conversations that need to take place now to set your family on a track for multi-generational financial security that aligns with your desired legacy.