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Endowing legacy properties with Winged Keel Group Principal Mark Richards
Manage episode 430430721 series 3021995
Kandungan disediakan oleh Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kristin Twiford & Mohamed Elzomor, Easemakers, Kristin Twiford, and Mohamed Elzomor atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
How can an endowment help a family preserve a legacy property?
Mark Richards, a Principal at the independent life insurance brokerage firm Winged Keel Group, has spent decades helping families preserve their assets, and in this conversation, he shares the value of endowing legacy properties and how estate managers can support their principals in the process. Tune in to hear his take on how an endowment can help cover ongoing maintenance, the benefits of endowments when it comes to family dynamics, and tips for estate managers who want to start the conversation.
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