Wealth transfer

Your wealth plan

Do you have a clear wealth transfer plan that reflects the impact you want your legacy to have? Find tactics and strategies in the content below.

A couple walking on the beach

Wealth transfer planning with your spouse: 5 actions to consider…
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A group of horses in a field.

Unusual assets and your estate plan: Who gets the horses?
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Extended family gathered around dinner table.

How much is too much?
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Hands hold a miniature house.

Gifting Equity in a Home
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Adult daughter walking with father in a field

Listen Now! Estate and legacy planning: What works, what doesn’t
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A happy young family as they gather around a puppy.

Choosing the right trust for your needs
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Three family members stand on a beach

Listen now! Generational wealth transfer: How, why, and what to…
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alt="Family sits closely together outside.

Listen now! Wealth transfer: Tips for productive family conversations
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The number 4 on a brick wall near the entrance to a house.

Four Must-Have Documents for Healthcare and Estate Planning
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A man takes a stroll with his daughter in a park.

Building a Values-Based, Multi-Generation Estate Plan
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multigenerational family

The Basics of Creating Trust Funds for Your Grandchildren
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A man gives his daughter a piggyback ride.

Taxes and Your Estate Plan: How Trusts May Help
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A man reviews paperwork with a couple.

What Beneficiaries Should Know (and Ask) About Their Trusts
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Family circling a campfire

Podcast: Sharing Your Estate Plans With Your Family
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A woman reviews documents with a wife and husband.

What—and Who—Trust Beneficiaries Should Know
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