Join us Wednesday, September 19th at 7:05 pm on KQV 1410 AM!
What’s the best way to prepare your children and grandchildren to be good stewards of the assets they’ll receive someday? Will you reduce their motivation by giving or leaving them too much money, too soon?
On the next edition of The Lange Money Hour CPA Jim Lange welcomes Roy Williams, an expert in estate planning and post-transition research.
Roy is co-founder of the Institute for Preparing Heirs, which coaches high net worth families through the process of transferring wealth to the next generation. He’s written three books on the subject, most recently Philanthropy Heirs & Values, and has been quoted in numerous national and international publications on the subject. Interestingly, Roy also played briefly for the San Francisco 49ers as a defensive tackle, until a serious injury prematurely ended his football career. He’ll be joining us by phone from San Clemente, California.
Our show is live! Jim and Roy are available to answer your questions. To join the conversation, just call the KQV studios at 412-333-9385. You can also email your questions to jim@paytaxeslater.com. Please put Lange Money Hour in the subject line.
P.S. The show also streams live at www.kqv.com!