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LEGACY PLANNING: PREPARING THE NEXT GENERATION

Preparing the next generation involves more than simply passing along assets. You also hope to pass along your beliefs and values, whether in family or business. In the coming years, The Silent Generation and the Baby Boomers, upon their death, will transfer an estimated $30 to $68 trillion to their adult children. (Forbes, "Millenials are Banking on the Great Wealth Transfer, Nov. 16, 2021). This staggering figure puts a spotlight on preparing the next generation. Norman’s expertise with legacy planning can help facilitate the generational conversations that need to happen to ensure a smooth transfer of wealth.

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