Build & Protect Wealth Across Generations
Learn how to safeguard your family's financial future with expert tips and strategies of Protecting Wealth Across Generations. Build legacy!
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Online
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About this event
- Event lasts 1 hour
Welcome to our Protecting Wealth Across Generations event!
Join us for an informative online session where we will discuss strategies to safeguard your wealth for future generations. Our expert speakers will share valuable insights on financial planning, investments, and estate management. Whether you're a seasoned investor or just starting out, this event is perfect for anyone looking to secure their financial legacy. Don't miss out on this opportunity to protect your wealth and ensure a prosperous future for your loved ones!
Frequently asked questions
A legacy plan is more than just a will or trust—it’s a comprehensive strategy for passing on your wealth, values, and responsibilities to future generations while minimizing confusion, conflict, and taxes.
• A will takes effect after death and must go through probate. • A trust can take effect while you're alive, avoids probate, offers privacy, and allows more control over how assets are distributed.
Yes—without proper planning, heirs may face: • Estate taxes • Capital gains taxes • Income taxes on retirement accounts Working with a financial advisor and estate attorney helps reduce this risk.
Yes. Through a trust, you can: • Delay access until a certain age • Require milestones (e.g. graduation) • Set rules to prevent misuse
Without proper planning, long-term care expenses can quickly deplete your estate. Tools like long-term care insurance or Medicaid planning can help protect your legacy.
Yes—at least in part. While you don’t need to share every detail, clear communication helps reduce misunderstandings and ensures your wishes are carried out as intended.
Yes! Legacy planning also includes healthcare directives, guardianship for children, funeral wishes, and passing on non-financial values. It’s about intentional preparation, not just wealth.