Wealth Transfer Planning
Preparing the next generation to be wise financial stewards.
We believe that money should be managed by the same principles that guide your life. Nowhere is that more important than when planning a financial future that spans generations.
The wealth you leave behind for your children and grandchildren isn’t merely measured in dollars and cents, but in values and sense. Estate planning is an opportunity to reflect on what matters most and plan for a future that pays dividends in joy, wisdom, and growth for your family, and family yet to come.
Preparing the Next Generation
In our three-part video series, Brian Cochran meets with experts to talk about some important lessons for transferring wealth to the next generation:
Additional Wealth Transfer Insights
Too many businesses stumble at the point of succession. Unspoken assumptions about who will take the helm of a company can lead to last-minute surprises and disappointments. Succession built on an unsteady foundation can create instability for everyone on a team. But when succession is planned carefully and handled as a collaboration between successor and…
We often use this quote from Ron Blue when describing our recommended thought process for designing an estate plan. Over the years, we continue to find that each beneficiary has unique needs that should be addressed using unique solutions. For example, a large lump sum could be a financial disservice to a family member who…
Millennials are now the largest generation in the US and the most represented age group in the workforce. I’m one of them. We are starting to save and invest in stocks, real estate and other markets, which is great news. Everyone benefits from a new generation of buyers as the baby boomers retire and become…