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Family Wealth Transfer

At Sudden Wealth Protection Law we know that you worked hard to get where you are financially. Now you want to preserve your wealth, both now and for future generations.

In order to do that, your heirs need to be prepared to receive and manage the family’s wealth. The problem is that 70% of wealth transitions fail (meaning that the next generation involuntarily loses control of their inheritance). Another problem is that you don’t know how to proceed with the preparation of your heirs. And none of your other professional advisors are trained to help in this area. Internal family issues around trust, communication and planning often impede the preparation of heirs. 

All of this makes you feel afraid and frustrated.

Older couple discussing Family Wealth Transfer

We believe that your wealth should make a difference in the lives of your children and grandchildren. We understand how frustrating it can be to find competent, loyal help. That’s why founding attorney Paul Deloughery became a Certified Family Wealth Advisor. It’s also why our law firm now offers what we call Family Wealth Transfer services.

So you can avoid having your heirs squander their inheritance, and instead prepare for a successful transition of your family’s wealth and values.

Here’s how we do it:

You book a call with an attorney to see if you qualify.

We will provide coaching and education to help you overcome the largest unaddressed risk you face: 70% failure rate in estate transictions.

You sleep at night knowing that your wealth will make a positive difference in the lives of your heirs.

So click on Book a Call with an Attorney. And in the meantime, see which of the concerns of our other business owner clients match yours.