MICHAEL WILLS
WEALTH BUILDING
babm.com/wealthbuilding
26 | APRIL/MAY/JUNE 2012
WOMEN WEALTH & LEGACY PLANNING
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Women need to be involved, informed, and comfortable with their role as guardians of family wealth. Active participation in wealth management can strengthen women’s commitment to protect and grow their assets with the goal of leaving a legacy for their children, their community, and beyond.
Article written by McGraw Hill and provided courtesy of Morgan Stanley Smith Barney Financial Advisor Michael A. Wills
BEST PRACTICES IN LEGACY PLANNING The following strategies may help assure the smooth transfer of both your measurable wealth and your values surrounding wealth to the next generation.
EDUCATION LEADS TO CONFIDENCE. Attaining financial security for you and your heirs typically requires you to accept responsibility for the management of significant investment assets. Whether you are single, married, or a surviving widow, it is in your best interest to receive as much education as possible about wealth planning, investments, successorship, and related matters. Even if you are not directly responsible for making important financial decisions, it is vital to have knowledge in these areas in order to communicate effectively with professional advisors charged with these duties.
Michael Wills is a Financial Advisor for Morgan Stanley Smith Barney in Tampa, FL. To contact Michael Wills, please call 813.227.2089 or e-mail him at
michael.wills@mssb.com,
fa.smithbarney.com/wills
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