Your legacy is about more than material things. Discover how to let your vision guide the future of your family and heirs.
Considerations for the Great Wealth Transfer – Part One
You are a part of the Great Wealth Transfer that will continue for the next 20 years, either as a giver or receiver of wealth. According to Cerulli Associates, if you are a Baby Boomer your generation is projected to transfer $84 trillion to younger generations , primarily Gen X and Millennials, but also to Gen Z.
Considerations for the Great Wealth Transfer – Part Two
As a reminder, you are a part of the Great Wealth Transfer that will continue for the next 20 years, either as a giver or receiver of wealth. According to Cerulli Associates, if you are a Baby Boomer, your generation is projected to transfer $84 trillion to younger generations, primarily Gen X and Millennials, but also to Gen Z.
Considerations for the Great Wealth Transfer – Part Three
In each part of this article series, we provide building blocks you can use to help prepare your heirs for the wealth they will inherit. Preparation is a priority to help reduce conflict and increase a lasting family legacy.
Leaving a Legacy of Giving: How to Involve Your Family in Philanthropy
In a changing world where financial planning extends beyond personal wealth accumulation, more and more families are embracing philanthropic giving as a core value.
Here Comes the Sunset; Are You Ready?
There is still an open window to take advantage of the tax savings available to high-wealth individuals under the 2017 Tax Cut and Jobs Act (TCJA). But don’t blink. That window will close sooner than you think.