Episode 22 – The Key Elements Of A Successful Wealth Transfer

Today we’re talking to Lori Coonen. Lori is a Family Legacy Coach and Heritage Design Professional. She has worked with families for over 20 years. And serves individuals and families who desire to keep their family strong and in harmony. Lori helps to connect generations, enhance communication and leadership skills, provide opportunities to identify common values and purpose within the family, and creates systematic intentional traditions for successful family wealth transitions. She is the co-author of the book called unPrepared: Heirs at Risk. www.livingmylegacyusa.com Lori@LivingMyLegacyUSA.com 920-493-2589 Go to Twitter @SuddenWealthLaw, and send us a message with topics you would like us to discuss.

ABOUT THE PODCAST

The Sudden Wealth Podcast is operated by attorney Paul Deloughery. He is also the founder of Sudden Wealth Protection Law.

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NAVIGATING SUDDEN WEALTH

We wrote the book about Sudden Wealth - literally. Learn more and read the first third of the book now.