Webinar Replay: Are you ready for the “money talk” with your children?
Are your heirs ready to receive the wealth you will transfer? Do you know what conversations to have with them (and not to have) as you prepare your plan?
Our July 2024 Webinar features Wealth Advisors Matt Syverson and Derek Hensley guiding you through delicate but crucial conversations with beneficiaries about future wealth transfer.
This session covers:
- Getting Your House in Order: Ensuring your finances are in optimal shape, including determining the appropriate amount to be allocated to your beneficiaries.
- Age-Appropriate Approaches: Tailoring the discussion to fit the maturity and understanding of your beneficiaries.
- Balancing the Impact: Understanding the potential effects of sharing too much or too little information.
- Defining Objectives vs. Expectations: Aligning your financial goals with the hopes and expectations of your beneficiaries.
- Focusing on What Matters: Identifying what would truly benefit and bless your loved ones.
- Lifetime Gifting: Providing gifts during your lifetime to equip your beneficiaries for managing wealth and to gain insights into their financial behaviors and needs.
This webinar is now over. You can watch the replay below or on YouTube here.
