Wealth Transfer Planning

While the tangible assets are often the first line of thought, individuals often define their true wealth as their causes, their family, and the imprint they leave.

Setting up for a successful transfer

When thinking about wealth transfer, many people automatically think about how to minimize the tax impacts of their estate. While this is important, the family dynamics often have the biggest effect on the successful transfer of assets, according to your wishes. Studies have shown that families who communicate openly have the highest probability of a successful transfer.

Key considerations

Our experienced Wealth Planners and Trust Officers can help you address key family dynamic considerations head on. A solid wealth transfer plan considers the entire picture for the legacy you are writing for yourself. Questions we will consider with you:

  • Have you had a major life event that may change your situation such as a new child, grandchild, marriage, or divorce?
  • Have you updated your will or revised your plan or considerations for any reason?
  • Have you inherited money yourself and want to preserve previous intents?
  • Is retirement of a spouse or the health considerations of a loved one a factor?
  • Are all the children or grandchildren receiving similar assets or are there other considerations because the asset type may differ?
  • Is there a business succession strategy that needs to be considered?

We are here to help

With your financial goals in mind, your dedicated advisor can assist with investment solutions to help preserve your wealth, increase your assets, protect your business, and help leave a lasting legacy.
Call us at 866.488.0017

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