What's wealth transfer?
Wealth transfer is the process of moving assets from one generation to another. Assets can include investments, real estate, personal property, and anything else you wish to pass down. Wealth transfer is a key part of estate planning and plays a vital role in preserving and growing your family legacy.
Ask yourself this question: "How prepared are your loved ones to inherit your wealth if something unexpected were to happen tomorrow?" It's a simple question that reinforces the importance of wealth transfer planning and can be a great motivator to start these important conversations early. Delaying these discussions can lead to frustration and the possible loss of wealth down the road.