Wealth Transfer Guide
Make Financial Planning a Family Matter
It can be a hard subject to address with your family. Estate and family wealth transfer planning is not just about providing financial assets to the next generation. They also encompass how to pass on what you think is important, your family values, AND how to help your family navigate the complexities that may arise in a time of stress.
Your values are what make your family unique and they should be at the heart of your planning.
Thought, communication, and careful messaging are keys to success in passing on assets of any kind. Many tools are available to help you plan so your family understands and supports your vision. You want the estate you’ve worked so hard to build to serve your family well and potentially last for generations to come.
Call us today at 309.685.9595 for more information or to schedule a consultation.
Key Findings
$90
Trillion in assets will be transferred between generations over the next 20 years.
(Knight Frank's 2024 Wealth Report)
72%
of Americans lack the financial confidence to manage a large influx of money independently.
(Citizens)
33%
of adults in the United States have created estate planning documents.
(LegalZoom)
52%
of people don't know where their parents store estate planning documents.
(Cambridge Trust)
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