Part I: 6 Steps to Legacy Planning

In This Webinar We Will Discuss:

• How generational planning is replacing traditional, stuffy estate planning.
• What happens when a legacy isn’t planned, & how to plan for sudden incapacity.
• The importance of expressing your wishes and conveying your values
• How to successfully transfer your wealth, both tangible and intangible.
• A six-step process to start leaving your mark on the next generation.

Part II: Smooth Transfer of Assets

In This Webinar We Will Discuss:

• What good and bad generational planning look like, and why communication between generations can be hard.
• The importance of teaching financial concepts to the next generation.
• How to successfully prepare heirs and executors.
• A four-step process to planning and executing the transfer of your values and assets.