083 Preparing your family to inherit by bridging generations, with Amy Castoro

Jun 9

Watch my conversation with Amy Castoro on YouTube or listen on the podcast player below

Passing on our wealth and our assets to our loved ones is an important part of retirement planning, and one we’ve discussed on the podcast before.

In episode 59 I spoke with Lisa Snyder from the Institute for Preparing Heirs about how to avoid the old adage of shirtsleeves to shirtsleeves in 3 generations and why this phenomenon comes about.

This week I am delighted to share with you a conversation I had recently with Amy Castoro who is President and CEO of the ‘The Williams Group’.

We chatted about the importance of having family unity when it comes to planning how best to pass on our wealth and how to have the difficult conversations around money – especially in times of social distancing when face to face conversations become even more difficult.