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Bridging Generations: Family Conversations about Wealth and Shared Values

Bridging Generations: Family Conversations about Wealth and Shared Values

In this episode, Liam McCormick discusses the importance of intergenerational conversations about family stories to build resilience in families and to prepare for the transfer of wealth. We look at the crucial, yet often overlooked, conversations...

Simple Civics: Greenville County

December 19, 202323m 27s

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Show Notes

In this episode, Liam McCormick discusses the importance of intergenerational conversations about family stories to build resilience in families and to prepare for the transfer of wealth. We look at the crucial, yet often overlooked, conversations about legacy within wealth transfer. McCormick offers unique strategies to bridge generational gaps, turning complex wealth planning into opportunities for meaningful family bonding.

Links:

Tales Life Story Interview Kit

Story Worth

20 Questions article

Psychology Today articles

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