WEALTH TRANSFER

The wealth transfer process is one that involves several moving parts. Wills, trusts, gifts and property. It, however, is a process that depends on people. You, Your Clients and their heirs. How can you ensure that all these parties are prepared for this journey?

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Between 2007 and 2061, an estimated $59 trillion will transfer from 93.6 million American estates – the greatest wealth transfer in history. Research has concluded that 70% of wealth transfers fail* – will you be one of the financial professional families continue to trust?

Download our advisor wealth transfer implementation guide for best practices, sample family meeting agenda, questionnaires and more.

PREPARE

Prepare your practice for the future.

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EMPOWER

Help clients have these conversations.

ENGAGE

Bridge the gap between your clients and their heirs.

client priority chart

Source: Practical Perspectives: The Changing Role of Financial Advisors - Serving Millennials, September 2019.

wealth transfer infographic

Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.

population by generation infographic

Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.

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Most Read Resources

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An overview of President Biden’s historic student loan forgiveness plan and important dates borrowers should be aware of.

How clients’ personality traits can influence bequest decisions

A new study examines the relationship between parents’ personality traits and leaving unequal bequests to children.

The Relationship between Changes in Wealth and Bequest Expectations

A new study examines the association between changes in wealth during the Great Recession and changes in bequest expectations.

Love and Legacy: Do Children’s Affections Impact Parents’ Bequest Intentions?

The findings from a study on bequest intentions has important implications for financial professionals assisting clients with wealth transfer.

*Source: FUSE Research Network and Janus Henderson Retirement Strategy Group, 2015.