4 steps to help ensure a smooth transfer of wealth to the next generation

“What’s my legacy?” Many adults have likely asked themselves this question at some point. It can be rewarding to know we’ve left some imprint on the people around us, so they can continue making a difference in the world when we’re gone.

Building multigenerational wealth can be a significant component in creating a lasting legacy, yet we rarely spend enough time ensuring a successful transfer of assets. Without advance planning, how can we be sure our assets will be managed well and our legacy will remain intact?

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