Legacy Planning Phase 2



How to Plan, Communicate and Execute the Smooth Transfer of Assts and Values From One Generation to the Next

This presentation gets to the heart of the main problem in generational transfer: communication.

  • Generational transfer of assets, values, and goals isn’t natural. It requires planning.
  • It’s hard to talk about inheritance, but Savvy Generational Planning provides a helpful framework for communication.
  • There are four main steps to a successful generational transfer: Defining the family culture, setting family goals, learning key financial concepts, and preparing beneficiaries for their inheritance.