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.
Living and Leaving your Legacy
When most people think about leaving a legacy, they mean leaving financial assets to their children and grandchildren, their favorite charities, and other heirs.