Leaving a legacy for your family pt. 2

In this episode, we continue our discussion on Estate Planning - listen to part 1 in the previous episode. We cover the emotional and relationship aspects of Estate Planning as well as how to bring up the topic with aging parents.

We cover:

- Kitchen-table conversations

- Focusing the conversation on generational wealth

- The “Peace of Mind” checklist

MORE INFO

“The Millionaire Next Door” by Thomas J. Stanley, Ph.D. at http://www.thomasjstanley.com/publication/the-millionaire-next-door/

“The Wealth Cycle” by George B. Thompson at https://www.amazon.com/Wealth-Cycle-Building-Financial-Legacy/dp/0967485827

Leave a question for George to address in a future episode at https://anchor.fm/set-4-life/message

If you are interested in working with George as your financial planner, go to: https://www.thompsonwm.com/

Browse his books at https://georgebthompson.com/books/

Visit his website at https://georgebthompson.com

SOCIAL MEDIA

Facebook:

- George: https://www.facebook.com/george.thompson

- Thomas: https://www.facebook.com/tzlukoma/

Instagram:

- George: @thompsongb - https://www.instagram.com/thompsongb/

- Thomas: @tzlukoma - https://www.instagram.com/tzlukoma/

Twitter:

- George: @georgebthompson - https://twitter.com/GeorgebThompson

- Thomas: @tzlukoma - https://twitter.com/tzlukoma

LinkedIn:

- George: https://www.linkedin.com/in/georgebthompson/

- Thomas: https://www.linkedin.com/in/tzlukoma/

MUSIC CREDIT

“Angels” produced by TZillA | https://www.beatstars.com/tzilla/feed

Leaving a legacy for your family pt. 2
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