How Wealth Planning Could Benefit Every American Family (Podcast)

All too often, wealth planners focus only on the dollars. From annual monetary gifts to conditional clauses in inheritance documents, the subject of family wealth planning isn’t always the most flexible or the most broadly accessible for the everyday American family. Claudia Tordini and Richard S. Franklin explain the importance of factoring in the family’s “well-being” when considering generational wealth and inheritance tax. Their company, Appanage, supports wealth and inheritance planning for families across multiple generations.

With added flexibility, innovative wealth planning can benefit every family, not just the uber wealthy.

On this episode of the Taxgirl podcast, Tordini and Franklin discuss a more modern approach to inheritance planning. Tordini draws on her background in business, art, and creativity to provide coaching and consult services on family wealth and inheritance planning, leadership and team building, and creativity and innovation. Franklin has practiced law as a trust and estates attorney for 30 years. His experience in working with wealthy families has been instrumental in informing his thinking and his work on behalf of Appanage on the broader subject of family wealth and inheritance tax conversations.

Listen to the episode here.

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