Preparing for the Great Wealth Transfer: An Advisor’s Guide to Generational Planning

This ebook developed by Envestnet | MoneyGuide covers how to build a solid estate planning foundation and how you can provide guidance to the next generation.

Download this eBook to learn about:

• • • The Wealth Challenge
    • What is Estate Planning?
    • Benefits of Planning
    • Integrate Estate Planning into your Practice
    • Top concerns of the Next Gen
    • MyBlocks
    • Engaging the Next Gen

90% of most children & heirs will leave their parents’ advisor upon receiving their inheritance.

Source: Financial Advisor Magazine 2/1/2019 - Will You Clients’ Kids Freeze You Out?