EPISODE · May 27, 2025 · 41 MIN
Generational Wealth Planning: How to Avoid the Third-Generation Curse
from Protect Your Assets · host Protect Your Assets | Cumulus Media San Francisco
On this episode of Protect Your Assets, David Hollander delves into the challenges of generational wealth planning and how to avoid the so-called third-generation curse. Discover the key mistakes that can unravel even the largest estates and learn proactive steps to keep your wealth growing for generations to come. From outdated estate plans to business continuity strategies and tax law changes, this episode covers essential considerations for anyone hoping to preserve family wealth and values. You can send your questions to [email protected] for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
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Generational Wealth Planning: How to Avoid the Third-Generation Curse
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