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Blog

Gifting Stocks to Kids
Traditions Wealth and Legacy Planning | Jan 10, 2025

Gifting Stocks to Kids

Family Legacy Planning
In December of 2022 , I had the pleasure of speaking on a nationally syndicated morning TV show. I talked about giving stocks to kids and not...
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Lemar Recognized 2022 | Traditions Wealth and Legacy Planning
Traditions Wealth and Legacy Planning | Jan 10, 2025

Lemar Williams Recognized as a 2022 Top 50 Under 50 Financial Services Professional

News
We’re proud to share that Lemar Williams, Founder & President of Traditions Wealth & Legacy Planning, was recognized by the Association...
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Generational Strategies | Traditions Wealth & Legacy Planning
Traditions Wealth and Legacy Planning | Jan 10, 2025

A Family Enterprise Approach to Generational Wealth

Family Legacy Planning
The goal and purpose of Traditions Wealth and Legacy Planning is to help families sustain wealth for multiple generations. According to research:...
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Create a Plan for Death and Taxes
Traditions Wealth and Legacy Planning | Jan 10, 2025

Create a Plan for Death and Taxes

Tax Planning
I recently talked about the importance of Tax Planning on The Daily Flash, a nationally syndicated morning TV show (See below to watch the...
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Why Need Life Insurance | Traditions Wealth & Legacy Planning
Traditions Wealth and Legacy Planning | Jan 10, 2025

The Many Problems with Life Insurance and Why You Still Need It

Financial Planning
Insurance
Life Event Planning
I contributed to an article for Nerd Wallet, called “6 Milestones and How They Might Change Your Life Insurance Needs”. The article serves as a...
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