Book Review: "Preparing Heirs"

Preparing Heirs by Roy Williams and Vic Preisser gives five steps in transferring family wealth successfully. The fives steps are as follows:

• Assessing Your Wealth Transition Plan


• Taking Action on Plan Deficiencies


• Preparing the Heirs


• The Heir's Self-Preparation Responsibilities


• Continuing Evaluation and Measurement

The book also gives examples of families that have successfully transferring wealth to future generations and those who were not successful. A good read. You can find the book here.