A communications failure can derail your legacy
When wealth transfer fails from one generation to the next, a communications failure may be one of the leading causes.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Social strategies to meet clients’ families
As trillions of dollars are expected to move from boomers to the next generation, advisors may consider using social strategies to meet the entire family.
Identifying key contacts in the next generation of investors
Only a small percentage of heirs stay with the financial advisor used by their parents, making it critical for advisors to connect with the next generation.
IRS sets its sights on family business transfers
A proposal from the Internal Revenue Service (IRS) would change the way family-owned businesses are valued for family business transfers.
Planning Idea
Planning topics for estates of any size
Wealth transfer requires estate planning whether an estate is large or small.
Planning Idea
Planning discussions to have with the next generation
Planning topics to engage the next generation
Four steps to connect with the next generation of investors
Wealth transfer creates opportunity for advice
Five ways to connect with the next generation
Despite projections of a significant transfer of wealth from baby boomers to heirs in the coming decades, many investors may not be talking about estate planning with their financial...
Trillions in wealth transfer could be a business game-changer
The next great wave of wealth transfer in the United States has already begun. More than $30 trillion in assets held by the baby boomer generation will shift to...