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How To Successfully Transfer Wealth To Your Heirs: Absolute Trust Talk Interview

Listen in to an all-new episode of the Absolute Trust Talk podcast LIVE with our very own Richard Del Monte. In this episode, Richard and host Kirsten Howe sit down to discuss preparing heirs for a transfer in wealth. Richard talks about some essential tools and processes to help families avoid this fate. They also touched on a few strategies that we use at Del Monte Group to help our clients navigate challenging life transitions. If you and your family are struggling, we’re here to help. You can reach our office by calling 925.736.6410 or send an email to [email protected]. Wealth can damage relationships and cause rifts within a family that have devastating consequences for all. To help you dive deeper into this topic, Richard is pleased to offer a FREE copy of his book “Endless Inheritance.” This book will help you avoid discord, conflict and create fulfillment and harmony, ensuring your wealth will live on. To order your free copy, please call our office at 925.736.6410 or send an email to [email protected]. Time-stamped Show Notes: 00:00 Introduction 5:57 – How often do these wealth transfers fail? 6:41 – What do these failures look like? 8:19 – Richard shares eye-opening statistics about what causes wealth loss from generation to generation. 9:32 – When do families get in touch with Richard? How does he get involved? 12:37 – What does Richard’s process look like when working with clients? 16:00 – Richard shares so examples of unprepared heirs and how to change that situation. 22:02 – Kirsten and Richard share a couple of his tools for getting a family to work as one. 27:09 – What do parents need to do to help their children grow up with a work ethic? 29:43 – This is Richard’s process to encourage someone to attend a meeting if they don’t want to. 30:50 – What is the first step in implementing these types of techniques with full-grown siblings? Our wealth management services provide a place of possibility to help you navigate life transitions and take advantage of unique planning opportunities that leave you feeling calm and confident. We offer solutions based on you and your life, not strategies that make us a quick buck. No matter how life unfolds, we’ll help you connect the dots and always have your back. So get started today by scheduling your FREE 30-minute consultation. https://calendly.com/delmontegroup | [email protected] | 925.736.6410 Ensure your family’s wealth will live on for generations to come. Order your copy of Endless Inheritance by Richard Del Monte today! https://aplaceofpossibility.com/endle...   Ready to become a better investor? We’ve got the strategies you need. Download a FREE copy of our e-book, “Evidence-Based Investment Insights.” https://aplaceofpossibility.com/evide...   Del Monte Group offers a variety of free resources to help you make innovative and educated financial decisions so that you can keep, grow, and enjoy your wealth starting now. Find them by visiting https://aplaceofpossibility.com/resou....   Ready to meet with Richard and Angela? Getting started is easy. Schedule a free 30-minute session and discover customized, resourceful financial wellness support that will help you start living more of the life you want today. https://aplaceofpossibility.com/calendar     Looking for speakers who can help navigate life transitions or help build a secure income plan for the next chapter in life? Richard Del Monte and Angela Wright have spoken at dozens of organizations in the greater Danville area and love to contribute valuable information. If you need customized wealth management insights broken down into simple, engaging content specifically for your group, get in touch today. https://aplaceofpossibility.com/contact/   Love what you hear on A Place of Possibility? We want to know! Please leave us a rating on Apple Podcasts. Tell us what you love and want to hear more of. We’re all ears. https://aplaceofpossibility.com/apple...   Find us online: https://aplaceofpossibility.com.   Listen to all of our episodes at A Place of Possibility Podcast HQ: https://aplaceofpossibility.com/podcast/.   Facebook:   / aplaceofpossibility   Twitter:   / richarddelmonte   LinkedIn:   / aplaceofpossibility   Instagram:   / delmontegroup