Talking to Your Loved Ones About Your Estate Plan

By Andrea Young on June 18, 2020

Having worked with many wealthy families over the years, we here at Lexington Wealth Management have found that members of the older generations – oftentimes the wealth creators –  frequently anguish over how much information to share with their decedents – those who have been born and raised amidst that wealth.

Read the full insights by clicking the link below.

 Talking to Your Loved Ones About Your Estate Plan PDF

Lexington Wealth Management Logo

Sign up for LWM Communication

Office
12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253

barrons 2023 top ria hightower

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org ©2024 Hightower Advisors. All Rights Reserved.

Legal & Privacy | Web Accessibility Policy | Our ADV