Wealth Transfer Questions and Resources

A Sampling of Wealth Transfer Questions
  • In an ideal world if your estate is a pie to be divided up what would the pieces look like?
  • Assuming your assets cannot all be divided equally, what would be a fair distribution among your heirs?
  • To whom do you feel a sense of obligation when it comes to the distribution of your wealth?
  • Based on past growth, if we project your estate 20 years into the future, how do you think the value might change?  What if you live to 100?  What if you don’t, but your spouse does?
  • In order to ensure lifetime financial independence for you (and your spouse, if applicable), what is your best estimate of the income and assets you will need?
  • What personal values are of greatest importance to you?
  • What’s the best way to teach your children about your values and about the stewardship of family assets?
  • How much is enough?  For us?  For our kids?  For our charitable causes?
  • What do you think about the risks unearned wealth may place on your children and grandchildren?
  • Are you concerned that your children may lack the skills to manage wealth?
  • What do you think about transferring wealth to your heirs during your lifetime?
  • If you have been the key financial decision-maker for the family, how well will your family work with your current advisors after your death?
  • If transferring ownership of certain estate assets during your lifetime allowed you to gain control over their legacy value, would you consider doing it?
  • What part do you think charitable giving should play in a successful person's life?  What part has it played in yours?

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Check the background of this financial professional on FINRA's BrokerCheck