The Bush Wealth Advantage: Understanding succession and legacy planning

Succession and legacy planning goes beyond drafting a will; it involves creating a strategic framework for transferring your wealth, values and responsibilities to the next generation or chosen beneficiaries. As you accumulate assets or approach later stages of life, it becomes increasingly important to ensure that your estate is managed and distributed according to your wishes. Every adult should have a basic estate plan that includes a will, durable powers of attorney for finances and healt