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Building an Estate Plan That Lasts Across Generations with Chad Halbur (Ep. 9)
Building wealth is one challenge. Helping it benefit future generations is another. Why does so much family wealth fail to make it beyond the second or third generation? And how can better communication, thoughtful planning, and family values help families create a legacy that lasts longer than the assets themselves? In this episode, Jon Meyer sits down with Chad Halbur, CFA®, CTFA, President and Shareholder of Cornerstone Private Asset Trust Company, to discuss the estate planning decisions that often create unintended family conflict. They explore why trusts are about much more than legal…
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