1150 Glenlivet Dr, Suite A-10
Allentown, Pennsylvana 18106
You’ve accumulated your wealth
and now it’s time to think about how you will share it with the next generation –
the next stewards to responsibly manage the wealth.
Are they prepared to handle this wealth?
Will this wealth transfer create potential conflict within the family?
How do I balance passing wealth to my family and to my charitable causes?
How will this wealth be used or misused?
Will a grandchild receiving a trust fund be motivated or demotivated?
Are they aware of my story? My values? The life lessons I want to share?
Do they know what matters to me?
Do you want to leave more than your wealth? - We can help you with that.
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