Skip To Content

It’s time to talk about passing down wealth


If you’re unsure about talking about wealth transfer with your loved ones, you’re not alone. However, the benefits of having these discussions early and often can have profound effects down the road. Your advisor has the knowledge and patience to make the process easier for everyone involved.

Older woman and younger woman enjoying coffee and cake at a dining table

Make a plan


You already understand the importance of having a dedicated advisor and a strategy to your goals and needs. The same goes for a wealth transfer plan. In fact, one of the biggest mistakes is not having one. Here are some key takeaways from our podcast on the Great Wealth Transfer.

  • Family icon

    A good time to start

    As your children are beginning their careers, they’re focused on finances and interested in your approach.

  • Text bubble icon

    Keep talking

    As your children get older, these conversations can give them a better grasp of your values as their own evolve.

  • Laptop search icon

    Consider everyone

    Every family member may have different values and expectations. And there’s more than one way to approach your assets.

  • Award icon

    Set up for success

    Make sure your heirs have the financial literacy to make basic to complex financial decisions.

Seated man and woman speaking with an advisor

To start making a plan, your advisor can assist by:


  • Helping prioritize your needs and goals
  • Understanding your family’s unique situation
  • Preparing you for the conversation
  • Teaching the next generation about finances
We’re here to help.
Contact your advisor.


As always, your advisor has the resources and knowledge to make navigating tough topics easier. Reach out when you’re ready.


You need to answer some questions first

Then we can provide you with relevant answers.

Get started