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Legacy Assets in Estate Planning

Legacy Assets in Estate Planning

Released Tuesday, 14th March 2023
Good episode? Give it some love!
Legacy Assets in Estate Planning

Legacy Assets in Estate Planning

Legacy Assets in Estate Planning

Legacy Assets in Estate Planning

Tuesday, 14th March 2023
Good episode? Give it some love!
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In this episode, Erin Nicholls and Michael Clear discuss strategies for preserving family legacy assets across generations. With a particular focus on the management and division of interests in real property, such as family compounds and homesteads, Erin and Michael discuss considerations related to carrying costs, ownership structures, bloodline protection, and transfers of interest, while also being mindful of a family’s overall estate planning goals.

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