Back in May, trusts and estates attorney Zac Lamb was invited to speak to Joel Adams Investment clients about how to raise financially savvy children and grandchild.
Over the course of an hour, Zac covered topics including how to talk to kids about money, developing good financial habits, and common missteps made by parents and grandparents concerning young people and money. If you missed the presentation, you're in luck. The full audio discussion and the presentation slides were posted online. Click here to listen, and it's definitely worth your time.
Zac Lamb is a North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law. He counsels individuals on their estate plans and helps them put in place the legal documents to achieve those plans (such as Last Wills, Trust Agreements, Durable Powers of Attorney, Health Care Powers of Attorney and HIPAA Authorizations). Zac also advises fiduciaries, such as estate Executors and Trustees, on administrative matters.
Joel Adams is backed by the resources of Raymond James Financial Services.