Stage 10 · The Roadmap
Generational Wealth
Preserve it, protect it, pass it on.
5 objectives 0 lessons 1 tools
Stage overview
The final stage is about what outlives you: documents that hold, structures that protect, and a family that understands money because you taught them.
Why this stage matters
Wealth that is not protected and not transferred tends to disappear within a generation. Legacy planning is how a lifetime of work becomes a foundation for the people who come next.
Learning objectives
- Understand wills, trusts, and beneficiary designations.
- Review your insurance as a legacy tool.
- Start financial education for your children.
- Plan for business succession where relevant.
- Write a generational wealth action plan.
Topics covered
Generational wealth principlesEstate planning educationTrustsWillsBeneficiary planningLife insurance and legacy planningFinancial education for childrenFamily financial planningBusiness successionWealth preservationLong-term legacy goals
Lessons in this stage
Education CenterLessons for this stage are being published.