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NAVIGATING THE LOSS OF A LOVED ONE

TRANSITIONING WEALTH TO THE NEXT GENERATION

Assets come in many different forms; they could be real estate, investments, insurance policies, and trust funds. Each of these vehicles has various benefits and potential drawbacks to you and your loved ones. Whether or not you want to leave an inheritance to your children or grandchildren is a relatively simple decision to make; deciding how you’ll leave that inheritance is another matter entirely, one that requires some professional expertise. One poor choice could mean your wealth is greatly diminished, far from the legacy you had intended for your loved ones.

Many people don’t realize that a well-designed estate plan is only part of the process of transferring wealth to the next generation after the loss of a loved one. Do you have questions about passing your wealth to the next generation? Allow our team of experts to help you put together a plan today to protect those you love.

INTERGENERATIONAL WEALTH PLANNING: WE DON’T FORGET THE DETAILS

Your wealth is too important to leave to chance. Prepare for the wellbeing of your spouse, your children, and your grandchildren. Leave them an inheritance that has been well planned and protected. We’ll help guide you through the process and ensure your assets go where you wish. You also need to appoint someone to be your successor trustee; this is an individual who will look after your financial affairs in the event of serious illness and after your passing. We’ll help you and your loved ones understand what this role involves so you are taken care of.

How do we help our clients? Well for starters, this conversation includes your family and your estate attorney. We’ll help you put together a plan for the transfer of your wealth that takes into consideration tax implications and clearly identifies who carries various responsibilities for your affairs down the road.

Do you have questions about passing your wealth to the next generation? Allow our team to help you put together a plan today.