Episode 62: Set up a Generational Estate Meeting
Jul 8, 2021
End of life planning is a critical component of an airtight financial plan. Generational meetings with parents, children and financial advisors is gaining popularity for many reasons. Does your financial advisor link your heirs with your wishes and provide guidance to your loved ones when you are gone?
Here are just a handful of the things that we'll discuss:
- Have you ensured that there is a plan in place for when the unprecedented happens?
- Generational meetings can minimize the stress of planning for the future of your finances
- These meetings take the pressure off of you to communicate complex financial plans
- Plan today for your assets to be transferred effectively and as tax efficiently as possible.
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