An ​inheritance ​can ​be ​a ​great ​opportunity. ​It ​can ​be ​life ​changing ​in ​many ​regards. ​But ​will ​you ​be ​prepared ​for ​that ​day ​if ​and ​when ​it ​comes? In this episode, we’re talking about legacy planning and how to set your heirs up for success.  

Here’s what we discuss in this episode:

💬 Talk About It – Why communication is the most powerful legacy tool

📚 Teach Financial Literacy Early – Start with a debit card, build from there

💡 Create a Values-Based Legacy – Pass down more than just money

🤝 Work With Professionals – Help heirs build trust and find guidance when it matters most

0:00 – Intro

1:29 – Challenges of inheriting wealth

4:37 – Strategies to help you prepare

7:22 – Helping you prepare responsibly

9:17 – Steps you can take

Our website: https://www.axiowm.com/Phone: 801-717-9237Schedule your no-cost discovery meeting: https://www.axiowm.com/what-we-do

Get your copy of Rob’s books: https://www.axiowm.com/bookLet us speak at your next event: https://www.axiowm.com/speaking

Check us out on YouTube: https://www.youtube.com/channel/UCtidWpldZGUBLmr24oWy87QFacebook: https://www.facebook.com/AxioWMLinkedIn: https://www.linkedin.com/company/axio-wealth-management-llc/X: https://x.com/RobShelton_FAInstagram: https://www.instagram.com/axio.wm/