Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy.
Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill interview Shawn Barberis, JD, who is an expert on facilitating important family conversations about legacy. As Shawn says, legacy is often discussed but rarely acted upon. Shawn shares:
Shawn and his team have developed processes and technology to make conversations productive and families feel confident and safe. He says there are three stages to the financial legacy, first you have to make it. Then you have to prepare the money for the family. These are where many people stop–this is the traditional estate plan for a financially successful family. But a wealthy family, says Shawn, takes the next step: prepare the family for the money.
Learn more about Shawn and his company, More than Money 360, at his website, www.morethanmoney360.com or email him at
shawn@mtm360.com . Make sure to schedule a free discovery meeting, here: https://www.assetsandincome.com/our-process-our-promise/