Guide: Generational Wealth Transfer

Written by Kacy Reece-Balboni | Jan 14, 2016 4:41:11 PM

 

Download our Generational Wealth Transfer Guide and find out why establishing a plan can be helpful to everyone -- no matter your income level. 

60% of generational wealth loss is caused not only by a lack of planning but by a lack of communication amongst family members. This guide will show you how important developing a strategy is for you and your loved ones. You'll learn: 

  • Why a wealth transfer plan is important, no matter 

  • How you and your family can develop goals and values when it comes to inheritance
  • Methods of wealth transfer

  • How to avoid potential wealth transfer complications