About Marie (Staff Writer)

Marie at Family Money Values wants to help families understand the potential consequences of wealth. She encourages visitors to take the long view and pull all family generations together to nourish the family legacy and wealth.

What Can Go Wrong – Naming a Beneficiary

You are probably aware that you should designate beneficiaries to your belongings should you die. Often it seems fairly easy to do, but there can be some interesting unintended results depending on who you designate and what they do after you die Here are some ways you can mess it up when making beneficiary designations. You inadvertently … … Continue reading